Family Office Services
Mandamus LLC has helped families build, manage and preserve their wealth for more than 15 years. We have a deep understanding of the subtle and direct interplay between the needs of the business and of the family. Our policy is to get to know you, your family, your goals, and your specific needs and concerns, before advising.
Our goal is to be the preeminent provider of customized solutions for family offices by delivering:
• The highest caliber client service and relationship management professionals, backed by expert wealth planning and financial management strategists
• Exceptional asset management capabilities, including customized tax-managed equity, enhanced cash and tax-exempt bond portfolios, and access to world class institutional investment strategies
• A tradition of innovation and significant intellectual capital gained from helping generations of families build and preserve great wealth
• Maximizing the value from family assets
Our capabilities include:
• Investment management
• Wealth and estate planning
• Asset servicing , information management and write-up services
Discuss Your Needs →Original page content recovered from the firm's archived website; review for current accuracy before publishing.