MAVROS
Entrepreneurs
We help private business owners identify, protect and maximize value in their enterprises. Whether it's a third party exit, creating a wealth producing strategy or family succession plan, this is often times the most important window of a lifetime. We roll up our sleeves to certify we understand not only your transactional goals, but your family governance and family dynamic priorities to ensure full alignment pre & post transaction. Grow the value of your business with proven strategies suited to your legacy.
Strategic Advisory Across The Lifecycle
Forming The Business
Establish Advisory Relationships
Business Structure
Estate Planning Coordination
GRAT, IDGT, Gifting
Exit Preparation
Investment Banking Process
Exit Readiness
Estate Freeze Transactions
IPO vs Private Assessment
Early Stage
Equity Compensation
Growth Considerations
Capital Raising
Private Wealth Advisory
Post Liquidity Planning
Family Governance & Family Dynamics
Wealth Transfer Techniques
Private Wealth & SFO
Concentrated Stock Considerations
Mid & Late Stage
Lending Solutions
Family Business Planning
Charitable Giving
QSBS
Family Office Creation
Administration
Accounting & Reporting
Infrastructure
IPS & Wealth Preservation Process
The Family Business
We understand the importance of family businesses and the unique challenges they face. As a multi-family office, Mavros has helped thousands of families around the world build a strong foundation for the family and the enterprise that lasts for generations. Through best practices and innovative approaches, we help secure legacies by providing sophisticated advice regarding family governance, family dynamics, thoughtful transition planning, next generation alignment, trust and estate planning and tax advisory.
Succession & Continuity
Ensuring a smooth transition of education, values, capital, and legacy
Conflict Resolution
Creating effective family governance & family dynamic structures to succeed
Next Generation
Developing the required skills to be good owners, leaders and stewards
Ownership Alignment
Working together to make unified decisions in everyone's best interest
Family Education
Incorporating the human, intellectual and financial capital of the members
Strategic Planning
Achieving both the vision of all family members and the business
