Families & Individuals of Wealth

Our High Net Worth clients are concerned about preserving their wealth in order that they can pass it on, intact, for the benefit of others.  To that end, GMMM provides the following specialized services:

  • Detailed record keeping
  • Bill paying
  • Domestic payroll preparation
  • Investment advisor referrals
  • Investment accounting and profitability analyses
  • Insurance broker referrals and analysies
  • Preparation of personal financial statements
  • Cash flow projections
  • Retirement planning
  • Gift tax return preparation
  • Preparation of federal and state tax returns
  • Pre-marital planning
  • Charitable giving planning