End of Year Financial Essentials: 4 Things to Prioritize
As the year winds down and holiday celebrations pick up, we understand if your mind drifts away from your financial plan to bright lights and...
Blog
If You Can’t Beat the Market, Join it – Our Approach to Asset Management
Is it possible to outperform the market? Plenty of active managers compete for your investment business, so clearly, there are enough people in the world...
The Who, What, and When of the Corporate Transparency Act
What new reporting is the U.S. Government now requiring? The Corporate Transparency Act (CTA), effective January 1, 2024, is U.S. government-instituted legislation that requires many...
Private Split $ may be the optimal solution to Biden’s wealth taxation proposals
The Green Book released by Biden Administration late last month has an unpleasant surprise for wealthy Americans, provisions lurking halfway through a 114-page document released...
2021 Tax Proposals and Estate Planning Opportunities
The remaining half of 2021 may be the last opportunity to do effective Wealth Transfer and Estate planning The Wealthy are under attack: Historic Government...
Covid Crisis, Creates Opportunities for Wealth Transfer
At M3 Family Office we strive to be the gatekeepers of your wealth through comprehensive investment management and generational wealth transfer services. With extensive modeling...
Personal Finance Lessons from COVID-19
These are turbulent times, arguably the most uncertain since at least the Great Recession. At M3, however, we’re always focused on investing with a long-term...
M3’s Take on the COVID Repercussions on Financial Markets
At M3 we’re focused on investing in the market and having a long-term outlook. We are the gatekeepers of your wealth, and we want to...
Estate Planning: Gift it, Leave it or Lose it
At M3 we’re always focused on investing in the market and having a long-term outlook. We are the gatekeepers of your wealth, as such our...
Supercharge your charitable giving: Are you getting the most out of your taxes this holiday season?
The last float in Macy’s Thanksgiving parade is everyone’s favorite holiday figure: Saint Nicholas. The Santa float is a sign that the holidays are finally...