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.
Single Point Of Contact
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
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.
Single Source Of Truth
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
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
