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Managing Wealth.
Prioritizing Life.
As a privately-owned business, we are intentional about sitting on the same side of the table to bring clarity to life's complexities. Free from wall street constraints and traditional conflicts, we go beyond fiduciary and are truly dedicated to doing what is best for you. Mavros clients benefit from our ability to relive administrative burdens & access our scale providing fully integrated services at a reduced expense, helping families aggregate their investments allowing for greater leverage and buying power, as well as access to leading managers and investment opportunities.
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.
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.
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.
Corporate Executives
Sophisticated advisory regarding the rules and regulations governing transactions in restrictive assets, helping executives develop private wealth management solutions to manage these complex challenges and form strategies around concentrated wealth.
Family Office Infrastructure
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.
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 And Estate Planning
Asset Protection Trusts
Offshore & Domestic Trust Consulting
Risk Management
Insurance Advisory
Trustee SelectionTrust 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
Office Compensation
Hiring Household Staff
Health Care Risk Management
Personal Safety
Traveling Abroad
Travel Planning Services
Single Source Of Truth
We help integrate partnership and portfolio data in an institutional grade general ledger, enabling a consolidated view of all assets across multi-layer entity structures providing a simple method of viewing wealth and making decisions.
General Ledger
Customizable Chart Of Accounts
Real Time Reporting
Multi Currency General Ledger
Portfolio & Partnership Accounting Core
Tax Reporting Management
IRS Forms 1065 and 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
704b, 704c, and 754 Accounting
Multigenerational Accounting
Calculate NAV & Track Waterfall Structures
Handle Contributions & Distributions
Customized Reporting
Transparent Reporting
Multiple Formats
Single Source Of Truth
Extensive Report Archive
Accessible Online Reporting
Client Experience
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, introducing you to the most fascinating and accomplished thought leaders around the world. Through these experiences, you'll join an environment of collective wisdom, where we help engage in peer to peer collaboration from philanthropy, family, wealth and entrepreneurship to wine tastings, forums and next generation gatherings.
Private Events
Intimate settings that allow you to explore subjects unique to your interests; including fireside chats with entrepreneurs, professional athletes, company founders to art discussions and wine tastings.
Next Generation
Next-generation and family focused events to help your children learn the important of family governance, family business or planning opportunities to promote harmony within the family through healthy and fun experiences.
Insights
Elite industry insights from domain experts in their respective fields ranging from industry trends and market outlooks to alternative investments, family business and real estate.
Community
Through our conferences, forums, and symposiums we provide an opportunity to engage with other like minded families to collaborate and dive deeper into topics relevant to you during these local and global events.
Concierge Lifestyle
Access to a handful of thoughtfully curated partners who are leading providers in their respective fields. Together, we're able to provide families highly personalized guidance on elevating modern life.
Private Aviation
Curated Experiences
Family Business Advisory
Personal Security
Luxury & Emergency Travel
Family Retreats
Cybersecurity
Preventitive Healthcare
Health & Fitness
Investment Platform
Unconstrained by conventional, cookie cutter and obsolete asset allocation and portfolio construction techniques used by a majority of industry advisors, Mavros Asset Management delivers bespoke investment experiences crafting institutional quality investment portfolios across both public and private markets. We combine investment goals with multi-generational trust & estate aspirations, time horizons, philanthropic wishes, risk tolerance and short & long-term cash flow requirements.
Quantitative Risk Management & Dynamic Asset Allocation In Every Market Environment
U.S. Equities
Global & International Equities
Public Fixed Income
Cash & Cash Equivalents
Private Equity
Infrastructure
Venture Capital
Multi-Asset
Hedge Funds
Real Assets
Private Credit
Opportunity Zones
Public
Private
Mavros refers to Mavros Group Inc, and all of its respective subsidiaries and affiliates. Mavros Capital Management LLC, a registered investment advisor, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Investment banking advisory services are offered through Mavros Partners LLC, Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Mavros Partners LLC is not a registered brokerdealer, and Finalis Securities LLC and Mavros Partners LLC are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA Broker Check | Finalis Form Customer Relationship Summary (“Form CRS”)
www.mavrosgroup.com (the "Mavros Website") is a website operated by Mavros Group, Inc. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Mavros Group, Inc. along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.