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McCary Anheuser Wealth Management, LLC ("MAWM") is a registered investment advisor fiduciary located in West Hartford, CT virtually serving high-net-worth and ultra-high-net worth families nationwide with flexible meeting space across the country. MAWM offers its clients a virtual family office experience without the expense of a typical family office payroll. MAWM provides the core Financial Planning and Investment Advisory services and partners with other professional firms across multiple specialties to provide a comprehensive virtual family office advisory service. This multi-discipline approach helps families organize, grow and protect their assets through life's transitions, and creates successful multi-generational family legacies.
Work with a professional who has boot-strapped their own startup companies, some successful and some not so much. Benefit from their understanding of your issues surrounding this unique asset class which can be a significant portion of your family's wealth.
That type of professional financial planner can help you think both inside and outside the box when it comes to managing your business for maximum return not only for you but your family and its future generations.
If your business wants to establish a Retirement Plan or has one currently, you are the Plan Sponsor with significant liabilities. We can act as a 3(21) fiduciary Advisor to the Plan Sponsor and share in that liability with you. We help you manage the Plan to a fiduciary standard and ensure the Plan is well managed including minimizing Plan fees.
Work with a professional who underwrote over $10 billion in 7,500 commercial real estate properties over a 20 year career in the industry. Property types included apartment, office, retail, industrial, hospitality, healthcare, and self storage. Benefit from their understanding of your issues surrounding this unique asset class which can be a significant portion of your family's wealth.
CRE may be your family's largest asset and source of wealth. If so, work with a financial planner who knows this unique asset class inside and out. With proper financial planning and insight into the CRE market cycles, a family can create a lasting multi-generational legacy of on-going wealth and financial well-being for many generations to come.
Work with a discrete professional who co-founded the Anheuser Family's virtual single family office 20 years ago, and has been lead Advisor ever since. He can help you manage much more than just your investment portfolios.
Managing significant family wealth successfully is not as easy at it seems. The presence of significant wealth can alter family dynamics in ways that some families didn't expect and don't want. And they can find it difficult to re-direct the family in more positive ways after the fact.
Creating a strong, values-based family culture helps lay the foundation for managing the family's wealth in ways that will benefit all family members for generations to come. This process takes work and thoughtful planning between you and an experienced professional who has experienced your many issues first hand.
Work with a planning professional who has experience creating a team of professionals who blend their respective areas of expertise with your values and goals to help you create a positive family culture, followed by positive wealth management and an estate you can be proud of. It takes a village of professionals managed by a discreet fiduciary working with you to increase the chances of your family's multi-generational success.
McCary Anheuser Wealth Management specializes in helping high net worth and ultra high net worth families plan their wealth across multiple generations and avoid the “shirtsleeves to shirtsleeves in three generations” trap.
Without proper planning, even the wealthiest families can miss opportunities to pass their family culture and wealth on to future generations of children, grandchildren and great grandchildren.
Work with a professional financial planner with personal experience transforming a fifth generation inheritance into one that will reach another seven generations into the future if conservative assumptions come to pass.
This type of multi-generational planning not only helps create healthy cross-generational family cultures but also taps into the power of compounding in ways that turn today's acorns of wealth into tomorrow's oak trees of wealth. Families can leave a legacy that makes them proud.
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.