Private Events
Intimate settings to explore subjects unique to your interests — fireside chats with entrepreneurs, athletes, and founders, plus art discussions and wine tastings.
Family Office
Your Private Family Office.
The trusted partner to some of the world's most accomplished and influential families and enterprises.
Managing Wealth.
Prioritizing Life.
As a multi-family office, we go beyond investment execution to focus on the strategic management of your entire balance sheet, providing deliberate cohesion of lifestyle and cash needs, while delivering your full financial picture in a single relationship.
Who We Serve
Business Owners
We help business owners, entrepreneurs and founders proactively identify, think through, and plan for both the known and unknown today and tomorrow, unlock value and strategize aspects of private wealth ranging from sales to successions and wealth transfers.
UHNW Families
Solutions for wealthy individuals and families, sports & entertainment professionals, attorneys, private equity and venture partners to enjoy a full life, preserve their wealth for future generations and provide for the people, causes and communities they care about.
Single Family Offices
Assisting families with building an effective family office that is aligned with a family's mission and delivers the extensive range of capabilities required involves a series of critical structuring, staffing and strategic measures.
Corporate Executives
Sophisticated advisory regarding the rules and regulations governing transactions in restricted assets, helping executives develop private wealth management solutions to manage these complex challenges and form strategies around concentrated wealth.
Family Office Infrastructure, À La Carte
Centralize your private wealth needs and create cohesiveness across key foundational areas of wealth and well-being. Whether seeking an all-in-one solution or selected à la carte services, your experience will be akin to a single family office — providing alignment, hands-on management and decision-making with limited compromise on privacy and exclusivity.
Your Family
Dedicated point of contact
Trust & EstatePlanning
RiskManagement
Social Impact &Philanthropy
FamilyDynamics
LifestyleAdvisory
Health &Well-Being
InvestmentManagement
NextGeneration
Leadership &Transition
FamilyGovernance
Services
Goals & Purpose
- Family Goals
- Family Mission Statement
- Family Governance
- Family Dynamics
- Investment Goals
- Philanthropy Aspirations
- Private Foundation Guidance
- Next Generation Consulting
Administration
- General Ledger Accounting
- Trust Accounting
- Partnership Accounting
- Private Banking
- Bookkeeping & Bill Pay
- Business Management
- Tour & Performance Accounting
- Tax Advisory & Filing
Family Operations
- Family Operational Overview
- Legal Entity Overview
- Family Roles & Responsibilities
- Communication Directives
- Long-Term Ownership Plans
- Leadership Assessment
- Technology Overview
- Cybersecurity Preparation
Wealth Advisory
- Trust & Estate Planning
- Asset Protection Trusts
- Offshore & Domestic Trust Consulting
- Risk Management
- Insurance Advisory
- Trustee & Trust Selection
- Property & Casualty Management
- Philanthropic Structures
Asset Management
- Investment Policy Statement
- Manager Due Diligence
- Portfolio Construction
- Public Market Allocation
- Private Market Allocation
- OCIO Solutions
- Fund Creation
- Cash Management Solutions
Concierge Services
- Private Aviation
- Private Security
- Personal Safety
- Hiring Household Staff
- Healthcare Risk Management
- Traveling Abroad
- Travel Planning Services
- Office Compensation
Entrepreneurs & founders
From Building The Company To Building What Comes After.
We help private business owners identify, protect, and maximize the value of their enterprise — whether through a third-party exit, a wealth-producing strategy, or a family succession plan. Often the most important window of a lifetime, it demands an advisor who understands not only your transactional goals but your family governance and dynamics, so you remain fully aligned before and after the transaction.
Strategic Advisory Across The Lifecycle
The same team alongside you at every stage — from forming the business to standing up a family office after the exit.
01
Forming the business
- Establish advisory relationships
- Business structure
- Estate-planning coordination
- GRATs, IDGTs & gifting
02
Early stage
- Equity compensation
- Growth considerations
- Capital raising
- Private wealth advisory
03
Mid & late stage
- Lending solutions
- Family business planning
- Charitable giving
- QSBS
04
Exit preparation
- Investment-banking process
- Exit readiness
- Estate-freeze transactions
- IPO vs. private assessment
05
Post-exit planning
- Family governance & dynamics
- Wealth-transfer techniques
- Private wealth & single-family office
- Concentrated-stock considerations
06
Family office creation
- Administration
- Accounting & reporting
- Investment infrastructure
- Wealth preservation
The Family Business
As a multi-family office, Mavros has helped families around the world build foundations that last for generations — securing legacies through family governance, thoughtful transition planning, next-generation alignment, and trust, estate, and tax advisory.
Succession & continuity
A smooth transition of education, values, capital, and legacy to the next generation.
Conflict resolution
Effective family governance and decision-making structures built to endure.
Next generation
Developing the skills to be capable owners, leaders, and stewards of the enterprise.
Ownership alignment
Working together to make unified decisions in everyone's best interest.
Family education
Incorporating the human, intellectual, and financial capital of every member.
Strategic planning
Achieving the shared vision of the family and the business at once.
ESOP Advisory
Not every owner seeking an exit wants to IPO or sell to a strategic acquirer. An Employee Stock Ownership Plan (ESOP) transitions ownership to management and employees — delivering attractive personal liquidity while you maintain operating control.
Preliminary analysis
IRC & §1042 design
Feasibility study
Repurchase & funding
ESOP implementation
Employee presentations
What legacy do you want to leave?
A succession strategy for a family business is complex, delicate, and often stressful. Whether it's a strategic sale or a change in leadership, planning years in advance is critical — and helps prevent family conflict. At its core, every wealth-preservation plan should rest on family cohesion, transparency, and trust.
Equity compensation
Turning concentrated equity into realized, diversified wealth.
Founders and executives are often paid in equity long before it becomes liquid — across incentive and non-qualified options, RSUs, and restricted stock, each taxed differently and on its own clock. In coordination with your tax and legal advisors, we time exercise, vesting, and sale decisions to manage AMT, ordinary-income exposure, and single-stock concentration — converting paper wealth into a diversified balance sheet.
ISOs
Incentive stock options
Manage the alternative minimum tax on exercise, structure exercise-and-hold to reach qualifying dispositions taxed at long-term rates, sequence the bargain element across tax years, and recover AMT credits over time.
NSOs
Non-qualified stock options
Plan for ordinary-income recognition and withholding on the spread at exercise, weigh cashless exercise against exercise-and-hold, and time exercises to manage marginal rates and cash flow.
RSUs
Restricted stock units
Ordinary income at vest creates a withholding shortfall most executives underestimate. We plan sell-to-cover versus hold decisions and address the single-stock concentration that compounds as grants vest.
RSAs / 83(b)
Restricted stock & 83(b) elections
For early-stage equity, evaluate 83(b) elections to start the long-term capital-gains and QSBS holding clocks, plan around vesting cliffs, and coordinate gifts of low-basis founder shares.
Rule 10b5-1
Selling on a disciplined, pre-arranged schedule.
Concentrated holders and corporate insiders can diversify on their own terms through a Rule 10b5-1 plan — a pre-arranged, automated selling schedule adopted while not in possession of material non-public information, which provides an affirmative defense against insider-trading claims. We design plans that satisfy the SEC's mandatory cooling-off periods, good-faith requirements, and limits on overlapping plans — then pair them with broader diversification, hedging, and charitable strategies so risk and tax are managed in one coordinated plan.
Mandatory cooling-off periods
Scheduled diversification
Protective collars
Exchange funds
Charitable gifting of low-basis stock
QSBS & AMT coordination
Wealth transfer
Trust & Estate Planning
Estate Planning
Estate Overview
Total Family Wealth
$234,100,000
Cash & Equivalents$6,500,000
Marketable Securities$100,000,000
Real Estate$18,000,000
Receivables$10,000,000
Retirement$7,800,000
Entities$91,800,000
Taxable Estate
$204,100,000
Inside Estate$204,100,000
Outside Estate$30,000,000
Liquidity
$124,300,000
Liquid Assets$124,300,000
Illiquid Assets$109,800,000
Estate Taxes
$68,968,000
Exemption Used$20,000,000
Exemption Remaining$31,680,000
Our process allows for thoughtful transmission of wealth through the employment of GRATs, family LLCs, insurance trusts, dynasty trust planning, and many other techniques. The plan goes beyond the creation of documents — with ongoing operational and administrative considerations.
- How are tax returns prepared for the entities?
- How are payments processed, and when?
- How is documentation created to ensure the formalities of the plan are observed?
- What opportunities are presented when a strategy over-achieves? Under-achieves?
Techniques & structures
- Charitable Remainder Unitrust
- FLIP CRUT
- NIMCRUT
- TCLAT
- Frozen CLAT
- Shark Fin CLAT
- Charitable Life Estate
- Private Foundation
- Operating Foundation
- Donor Advised Fund
- Supporting Organizations
- Bargain Sales
- Gift Annuity
- Note to Charity
- GRAT
- QPRTs
- ILIT
- Revocable Trusts
- Jurisdictional Trusts
- Crummey Powers
- Intra-Family Loans
- SCIN
- Sale for Installment Note
- Private Annuity
- Family Bank
- Family Limited Partnership
- Family LLC
- Preferred LPs and LLC
- Asset Protection
- Corporate Recapitalization
- Captive Insurance Planning
- Succession Planning
- Buy-Sell Agreements
- ESOP Planning
- Life Insurance
- Life Settlements
- Split Dollar
- C Corp LTC
- 412(e)
- Collectible Planning
Sophisticated Estate Planning For Multi-Generational Families
Domain expertise for Ultra High Net Worth individuals — including entrepreneurs, executives, fund professionals, and owners of family and closely held businesses, as well as multigenerational families and the family offices that serve them. The Mavros network will assist with the legal and practical aspects of estate planning, the nuances of federal and state income, transfer and estate taxes, the use of traditional and cutting-edge wealth transfer and generation-skipping techniques, and the challenges posed by today's technology-driven world and new asset classes that are hard to value and protect.
Estate Plan · Waterfall
James Bond
Revocable Trust
Grace Bond
Revocable Trust
First death
Family Trust
Marital Trust
Second death
Anna Bond
Separate Trust
Luke Bond
Separate Trust
Mia Bond
Separate Trust
Noah Bond
Separate Trust
Diagrams are a hypothetical scenario, for illustration only.
Cross-Border Capabilities
Global Jurisdictions
Active cross-border network
The map highlights jurisdictions where we have elite contacts to provide trust services. Many offer similar benefits — directed/reserved powers, asset protection, tax mitigation — which makes selecting the right location challenging. Our cross-border capability, multi-jurisdictional presence, and offshore services let us advise on the most appropriate jurisdiction(s) for your needs.
Jurisdictions
South Dakota
Wyoming
Delaware
Singapore
Cook Islands
Switzerland
New Zealand
Cayman Islands
We help wealthy individuals and families manage their estate, tax, and assets efficiently. We work with clients based all over the globe and share our network of world-class specialists, highly experienced in structuring wealth for US residents as well as clients with international cross-border needs.
Services
- Asset Protection Trust
- Credit Shelter Trusts
- SD Directed Trusts
- Irrevocable Trusts
- Revocable Trusts
- Purpose Trusts
- Delaware Statutory Trusts
- 1031 Exchanges
- PPLI
- Irrevocable Life Insurance Trusts
- Total Return Trusts
- Special Needs Trusts
- Private Trust Companies
- Agent for the Executor
- Agent for the Trustee
- Succession Planning
- Escrow Services
- Endowments
- Special Assets
- Private Office Services
- FATCA / CRS Reporting
- Accounting Services, incl. Principal & Income Accounting
- Real Estate
Mavros does not have a trust company nor do we directly offer trust services. We have contacts across the globe who facilitate trust and estate services.
A Single Source Of Truth.
We integrate partnership and portfolio data in an institutional-grade general ledger, enabling a consolidated view of every asset across multi-layer entity structures — a simple way to see your wealth and make decisions.
General Ledger
- Customizable chart of accounts
- Real-time reporting
- Multi-currency general ledger
- Portfolio & partnership accounting core
- Tax reporting management
- IRS Forms 1065 & K-1 mapping
Portfolio Accounting
- Track, analyze & report every investment
- Real-time general ledger accounting
- Maximize insights
- Customizable investment tracking
- Adhere to FASB & IFRS standards
Partnership Accounting
- No more spreadsheets
- Streamline operations
- 704(b), 704(c) & 754 accounting
- Multigenerational accounting
- Calculate NAV & track waterfall structures
- Handle contributions & distributions
Customized Reporting
- Transparent reporting
- Multiple formats
- A single source of truth
- Extensive report archive
- Accessible online reporting
Compliance & planning
Tax Preparation
Preparation of family individual income and gift tax returns
Preparation of partnership, trust and foundation returns
Income tax planning based on multi-year projections, with the goal of minimizing tax liabilities
Charitable, tax loss, investment interest expense, and multi-state tax planning
Ongoing
Structuring
Individuals
Partnerships
Trusts
Foundations
Periodic
Review
Quarterly / Annual Filings
Annual Review
Income Deferment
Capital Loss Harvesting
Bespoke
Advisory
Sale or Acquisition of a Business
Strategic Planning
Charitable Giving
Financing & Debt
Client experience
A Curated Network Of Remarkable People.
Enjoy an elevated experience by joining a curated network of globally recognized innovators, visionaries, thought leaders, entrepreneurs, philanthropists and more. Access to exclusive conferences, curated events and private performances introduces you to the most fascinating and accomplished people around the world. Through these experiences, you'll join an environment of collective wisdom, engaging in peer-to-peer collaboration — from philanthropy, family, wealth, and entrepreneurship to wine tastings, forums, and next-generation gatherings.
Next Generation
Next-generation and family-focused gatherings that help children learn family governance, business, and planning — promoting harmony through healthy, engaging experiences.
Insights
Elite insights from domain experts — from market outlooks and industry trends to alternative investments, family business, and real estate.
Community
Conferences, forums, and symposiums that connect you with like-minded families to collaborate on the topics most relevant to you, locally and globally.
Let's talk about your family's needs.
Start with the capabilities you need today. We'll build the right structure around them.
Investment advisory services are offered through Mavros Capital Management LLC, a registered investment adviser. All investing involves risk, including possible loss of principal. See our disclosures.