In addition to our range of retirement planning and money management services, we offer a Virtual Family Office of professionals who provide PROACTIVE and HOLISTIC legal and tax planning services that may help you MAXIMIZE your POTENTIAL.

With MFS Advisors as your partner, you gain more than solutions—you gain a team of specialist who provide clarity, confidence, and a path towards achieving your goals.”

By integrating a Proactive Planning Process with a team of collaborative experts, we bring order to the complexity. Our diagnostics uncover opportunities, prioritize your needs, and provide a clear roadmap to address your most pressing concerns.

As your finances become more complex and net-worth exceeds $4,000,000, tax and estate planning become more important. Common characteristics of our clients we serve who are high net worth include the following:

• *   Tend to collaborative in nature or desire delegating who value relationships
• *   Want us to coordinate with other professional advisors to integrate the legal, tax and financial disciplines that pertain to their situation.
• *   Expect us to provide choices that creates outcomes they didn’t already know was possible and implement the ones they decide to act on.

Areas of special expertise beyond integrated wealth planning we previously mentioned that we often are able to address specifically are the following:

• *   Reducing taxes on qualified pre-tax retirement accounts.
• *   Selling  stock, real estate and business interests in a manner to minimize tax liability.
• *   Reducing Estate Tax Liablity
• *   Determining the best way to continue, transfer or sell a business to family, outsiders or partners.
• *   How to give in a tax efficient manner to planned giving or charitable planning. 

Please note that MFS Advisors does not provide tax or legal advice.