mMillionaire® is short for "middle-class millionaire," and more than 9 million U.S. households with a net worth over $1 million can be classified as such. Often mMillionaires have investable assets between $2 million and $20 million, are in their 50's or 60's, and are concerned their savings will not sustain their current lifestyle through their expected lifetime.
As a result, most mMillionaires are realizing that even though they are high-net-worth individuals, they could potentially encounter financial difficulty when considering retirement. Longer life spans, rising healthcare costs, and uncertain markets are changing their retirement planning.
The Family Office for the mMillionaire® is designed expressly to respond to the needs of mMillionaires. Accumulating wealth is only the first step. Funding a possible 40-year retirement period, where market conditions can change drastically, can help ensure your financial house is in order.
Making money shouldn't lead to more stress. We take the hassle out of managing your finances, coordinating services and free up your most precious asset, time.
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Are you an mMillionaire®? An mMillionaire is a middle-class, or
multi-millionaire, individual that has a household net worth of $1 million or more. - Do you view yourself more of a saver than a spender?
- You're smart and savvy enough to manage your investments, but don't have the time to devote to it.
- Is time one of your most precious assets?
- You value accountability, due diligence and transparency in the management of personal and professional matters.
- You earn 80% or more of your household's income from work or your business.
- First-generation affluent - most likely didn't receive an inheritance or were the beneficiary of a trust fund.
- Consider yourself entrepreneurial? Are you self-employed or a professional, such as a doctor, lawyer or accountant?
- Concerned about higher taxes and potential tax consequences?
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