MAVROS
MAVROS
We continue to pioneer the future of private wealth and investment management through transforming industries and creating extraordinary opportunities across sectors and society.
Managing Wealth.
Prioritizing Life.
Single family offices and ultra high net worth (UHNW) families use the Mavros platform as a vehicle to solve complex wealth advisory needs. Our strategically built ecosystem of domain experts and digital technology provides bespoke, modern solutions for families and their foundations, operating businesses & private trust companies. 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. A key differentiator in our model is delivering the customization that single family offices offer, providing alignment, hands-on management and decision-making with limited compromise on privacy and exclusivity.
Family Office Services
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 without the operational frustrations.
INVESTMENT MANAGEMENT The sourcing, diligence, deployment, management and reporting of both significant public and private financial assets. This may involve large real estate portfolios, private equity, venture capital, capital markets and other assets that form the financial wealth of the family, including tax and estate planning and related to managing those assets.
LIFESTYLE CONCIERGE Removing the stress of everyday life and replace it with elevated expectations that includes assistance with: bespoke travel & private aviation, preferred access & entertainment, cybersecurity & privacy protection, life & home management, healthcare advocacy & partnerships, wellness resources & education.
PHILANTHROPY We offer families advisory services, connections and giving assistance to financial and non-financial charitable, philanthropic, social impact, and community activities through private foundations or other vehicles by which families may choose to create change in the world. Through Mavros Impact, we provide a platform of collective wisdom where we unlock philanthropic capital and guide it to causes with models that can have an outsized, measurable impact in addressing social causes.
RISK MANAGEMENT We believe all families should implement some level of risk management preparation. Families of significant wealth face unique risks where Mavros helps with personal security, cybersecurity, reputational risks, household staff risks and insurance of high-value assets including residences, collections, aviation, luxury yachts.
NEXT GENERATION Mavros has created a comprehensive framework for engaging the next generation around matters related to family wealth. For a younger next generation, questions may involve: how do we prepare our children or grandchildren for the responsibilities of wealth? When and how should we disclose and discuss our wealth with children or young adults? For older, it may involve bringing generations together to discuss succession issues. There may be a completely different viewpoint on directing investment capital and philanthropic initiatives. How does this affect estate planning directives? Trust? (Non pun intended) Or even family dynamics. All of these components are interrelated and it is important there is a framework for understanding family wealth, family values and responsible prosperity.
FAMILY GOVERNANCE Family members, particularly those of different generations may have divergent points of view and differing priorities. We help you achieve a shared sense of direction by institutionalizing your family’s governance process. This may include structuring roles, family councils, a family mission statement, education around clear goals, and simply getting on the same page surrounding the future of your family's legacy.
FAMILY DYNAMICS Families often times have years of trauma and deep conflicts that make conversations around wealth difficult to have. While it's assumed avoiding conflict entirely is the solution, we believe that a certain amount of discord is healthy in a family enterprise when it comes from strongly held beliefs and perspectives. We can help facilitate critical conversations that have enormous consequences if not addressed in a timely manner.
TRUST AND ESTATE Sophisticated financial and estate planning services that include structuring and implementing comprehensive estate plans, business exit and transition services and asset protection planning. We also implement tax planning, tax preparation and tax representation attributable to income, estate, gift, excise and franchise tax, treaty analysis and state tax comparisons, sales and use taxes across domestic and international jurisdictions. The planning, trust accounting and unison with family governance and dynamics creates a state of the art estate planning process not often available at most firms.
HEALTH Aging patriarchs of the family may create extremely stressful environments especially if the education and directives have not been properly addressed. Mavros will assist with the intersection of physical, mental, and spiritual health, wellness, disability, and resilience with the complexities of wealth and the family system. Money is the most sensitive, delicate aspect of our lives and requires the necessary procedures in place to prepare for life events.
TRANSITION Finding the balance between your next phase in life, selling a business outright, transitioning a family business within the family, selecting the right roles and responsibilities, creating responsible directives for future liquidation, purchases or any decisions that can have a large impact on the direction of the family. Mavros helps with both succession of ownership and succession of leadership to ensure efficient transfer of responsibilities, governance and assets.
Complete Alignment
As a privately-owned business, we are intentional about our culture of aligned investing, 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.
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
Outsourced CFO
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 single source of truth.
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 Industry Standards Like FASB, IFRS
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
"Capital"
Wealth of a family consists of the human, intellectual and financial capital of its members. Mavros works with you to create successful long term investment and wealth preservation plans around asset protection, investment expertise, estate planning, taxes, reporting, control and messaging out to future generations of how to steward the wealth.
Human Capital
Human capital includes the individuals who make up the family. What is the family governance and dynamics structure? Are you on the same page with business succession? Is there shared purpose and impact in regard to legacy? How is your health? The physical and emotional well being of the individual members of the family must be paramount.
Intellectual Capital
Intellectual capital is the collective knowledge gained throughout the life experiences of each family member that include academic, career, artistic and interpersonal successes. While information alone is important, a family's ability to act intelligently on information is critical, since the time available to take advantage of opportunity has shortened.
Financial Capital
The tool that magnifies the human and intellectual capital of your family. While you may achieve some level of legacy through significant economic success, it's critical for all three components to work in harmony, not siloed. Financial capital involves financial assets and the management and reporting of those assets to make efficient investment decisions.
Investment Process
Bespoke Opportunities Across The Investment Landscape
Mavros Asset Management delivers a bespoke investment experience 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.
We are unconstrained by conventional, cookie cutter and obsolete asset allocation and portfolio construction techniques used by a majority of industry advisors. Our process is fundamental, yet dynamic in establishing a transparent understanding of risk management in exchange for how we may be rewarded in the form of both standalone returns and collectively in a portfolio. We have a repeatable process of fundamental research, a predictive GDP tracking algorithm that forecasts the likely path for the U.S. and global economies and proprietary risk management signals that incorporates elements of behavioral psychology to help investors make better buying and selling decisions across different asset classes.
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