Our Services

FACILITATION SERVICES

Individuals, couples, and families of wealth, as well as family businesses, face a multitude of unique issues. We offer advisory and facilitation services in order to maximize the opportunities and minimize the risks of wealth. We use a pragmatic process to navigate the psychological issues of wealth in a way that reflects the identified values of our clients through Family meetings & Retreats. Facilitated meetings offer an effective and efficient way for thinking though and making important decisions on the impact of family money on individuals, children, the family estate, and family business.

ADVISORS & ORGANIZATIONS

MMCI works with financial institutions, family offices, philanthropic organizations, and professional advisor groups, providing educational workshops and public speaking programs. We offer professional advisor training and certification including our proprietary "Wealth and Life Planning System", The 10 x 10 Learning Roadmap and Governance training programs.

CONFLICT RESOLUTION

Our services bring together senior level capacity in business and psychology to advise and mediate conflict. We work to increase the chances of reaching agreement even in situations that appear deadlocked. Typical issues include: estate planning, inheritance, trusts, marriage, divorce, and business issues such as succession planning, bloodline vs non bloodline issues

CONSULTATION & EDUCATION

  •  Couples & Money

  •  Children & Wealth

  •  Family Business

  •  Family Meetings and Retreats

  •  Governance and Family council

  •  Psychology of Wealth

  •  Strategic Life Planning

  •  Sudden Wealth