At mForce, we know it takes more than foundational wealth strategies to build a legacy. No two families are the same, so no two financial plans should look the same. We created mFORCE Capital to bridge the gap between laying the foundation and building the rest of the house. Our distinctive multi-family office model crafts personalized strategies to empower your family, enhances your negotiating strength for greater leverage and buying power, and allows you to draw from the success of others within the office by tapping into the solutions and strategies that have worked for them.
Multi-family offices provide comprehensive, personalized wealth management services to a select group of high-net-worth families. Unlike traditional wealth management firms that offer more standardized solutions, a multi-family office crafts bespoke strategies tailored to each family's unique financial goals, values and needs. mFORCE goes beyond just investment management to provide integrated services spanning financial, tax, estate, philanthropic, and lifestyle planning.
Several key things distinguish mFORCE:
- We have a highly experienced, close-knit team with a passion for serving clients. Many of our team members have worked together for decades and share a commitment to excellence.
- We offer a truly bespoke experience tailored to your family's unique needs. We don't believe in a one-size-fits-all approach.
- We have deep roots in the Fort Worth community and are dedicated to making a positive impact locally.
- We are thought leaders in the industry, constantly innovating to deliver value to our clients.
- CEPA (Certified Exit Planning Advisor) - This credential identifies professionals skilled in guiding business owners through personal financial planning and business transition strategies.
- CIMA (Certified Investment Management Analyst) - A designation recognized by the Investments & Wealth Institute for expertise in investment management analysis.
- CPFA (Certified Plan Fiduciary Advisor) - Financial Advisors with this credential demonstrate in-depth knowledge and proficiency in navigating the complexities of retirement plans.
- CPWA (Certified Private Wealth Advisor) - An exclusive financial designation for seasoned professionals adept at serving high-net-worth clients worth over $5 million.
- ChRPC (Chartered Retirement Planning Counselor) - This certification showcases a financial advisor's specialized experience in crafting personalized retirement planning strategies.
- AIF (Accredited Investment Fiduciary) - Earning this professional certification validates an investment fiduciary's, such as an advisor’s, adherence to industry standards and ongoing education requirements.
- CWS (Certified Wealth Strategist) - Offered by Cannon Financial Institute, this certification equips professionals in the financial services industry.
While your current firm may meet your basic needs, mFORCE offers a truly comprehensive approach. We go beyond traditional wealth management to encompass all aspects of your financial life.
Managing personal finances can be intricate and demanding, often requiring substantial time and effort. At mFORCE, we recognize the unique complexities that individuals and families encounter when overseeing their assets. We understand that while some may feel confident in independently managing household finances, this approach can inadvertently exclude one's partner from the process. By developing a collaborative relationship with our clients, we ensure that a comprehensive contingency plan is in place, providing peace of mind and preparedness, then simplifying your financial affairs and allowing you to invest more time in the pursuits that truly matter.
mFORCE offers several key benefits:
- Bespoke wealth management strategies meticulously tailored to your unique objectives and familial dynamics.
- A multidisciplinary team of seasoned professionals offering expertise across investments, financial planning, tax advisory, and comprehensive wealth management. - Exclusive access to investment opportunities, coupled with the ability to aggregate assets for enhanced purchasing power.
- Steadfast commitment to cultivating enduring, trust-based relationships founded on a holistic view of your finances.
- Proactive attention and service focused on optimizing your wealth and quality of life. - Proactive advisory services centered on maximizing your wealth and preserving your quality of life.
While mFORCE Capital may be a newer name, our team is composed of veteran professionals who have held senior leadership roles at top financial institutions. Collectively, we bring decades of experience navigating market cycles and complex client situations. We've intentionally built a boutique firm to provide a more personalized and agile service model. But we marry that with the same sophisticated investment platform, technology, and operational infrastructure you'd expect from larger firms. We believe this combination of experience, focus, and resources uniquely positions us to serve our clients' evolving needs.
We believe it's critical to prepare rising generations to be good stewards of wealth. We offer a range of educational resources and experiences, such as:
- Personalized financial literacy sessions for family members.
- Facilitated family meetings to discuss wealth values and goals.
- Networking events with other client families.
- Access to leading experts on topics such as entrepreneurship and philanthropy Our goal is to empower your family to sustain and grow wealth across generations.
As a multi-family office, mFORCE Capital offers customized solutions to address the distinctive financial aspirations of high-net-worth families. It recognizes that wealth management is not a one-size-fits-all approach, and each family's financial situation is unique. The multi-family offices provide in-house resources and build a network of trust among other professionals, including accountants, lawyers, and institutional advisors, in addressing business evaluation, exit planning, and various financial needs more efficiently with just one source.
Our clients are accomplished individuals, distinguished families, and business owners who have achieved significant wealth. mFORCE’s client’s seek to optimize their assets for their own prosperity and create generational wealth. Or they may be finding themselves navigating significant life transitions, such as retirement or selling their business. Above all, they want to make the most of their wealth and leave a lasting legacy. Through mFORCE Capital, they can feel secure in knowing they have a close partnership with advisors who understand their unique circumstances and requirements.
Exiting a business is a complex process to navigate. At mFORCE we have a team of in-house specialists that partner closely with owners to guide them through each phase. This includes pre-sale planning to maximize valuation, identifying potential acquirers, negotiating terms, and facilitating the transaction. Most crucially, we help with wealth and estate planning strategies to preserve and invest the proceeds in alignment with client long-term goals.
As a multi-family office, we provide highly personalized attention and service. You have a dedicated team who take the time to deeply understand your needs, goals and preferences. We are proactive in our communication and strive to anticipate your individual needs. Clients often view us as an extended part of their family office and inner circle of advisors. We are here to simplify your financial life and give you peace of mind.
At mFORCE, we believe in empowering our clients to be as involved as they want to be in the wealth management process. For some, that means a desire to actively collaborate on investment decisions. Others prefer to delegate the day-to-day details while staying focused on the big picture. We'll work with you to find the right balance. Our role is to provide expert guidance, conduct rigorous research and due diligence, and implement strategies tax-efficiently. But you'll always have transparency and a voice in the process. We see ourselves as your thought partner, not just a service provider.
At mFORCE, we understand that every client's financial situation is unique. While we typically work with high-net-worth individuals and families, we don't believe in a rigid asset minimum. Instead, we focus on understanding your specific needs and goals to determine how we can add value. Our services are designed to be adaptable and scalable, allowing us to craft a customized engagement that aligns with your circumstances. We're committed to delivering exceptional value and results, regardless of the size of your wealth.
As a multi-family office, we provide highly personalized attention and service. You have a dedicated team who take the time to deeply understand your needs, goals and preferences. We are proactive in our communication and strive to anticipate your individual needs. Clients often view us as an extended part of their family office and inner circle of advisors. We are here to simplify your financial life and give you peace of mind.
Philanthropy is a key focus for many of our clients. Our team collaborates with you to design a structured and impactful giving strategy that aligns with your values. This may involve establishing and administering a private foundation, donor-advised funds, or charitable trusts. Additionally, we offer continuous oversight of philanthropic assets and guidance on tax-efficient giving strategies. Our goal is to assist you in crafting a meaningful legacy.
Legacy planning is at the heart of what we do. We work with you to articulate your family's values and vision for the future. Then we put strategies in place to bring that vision to life through vehicles such as:
- Multi-generational trusts and other estate planning structures.
- Family governance frameworks to promote cohesion and communication.
- Philanthropic entities to support the causes you care about.
- Documentation of your family's history and guiding principles.
- We're here to help you create a legacy that reflects your deepest held beliefs and supports your family for generations to come.
Complexity can take many forms - it's not just about the size of your assets. You may have multiple financial goals, family considerations, business interests, or philanthropic pursuits that require careful coordination. Or you may simply value having a wealth plan that's precisely tailored to your unique risk tolerance, time horizon and values. Customization allows us to optimize every facet of your financial life, taking into account the nuances that an off-the-shelf solution might overlook. It's about achieving the best possible outcomes for your distinct situation.
We recognize the importance of continuity and deeply understanding your financial journey. That's why we invest significant time upfront to gather a comprehensive picture of your situation, goals and preferences. Our onboarding process is designed to be thorough yet efficient, ensuring a smooth transition. More importantly, as a multi-family office, we aim to be your long-term partner, providing integrated advice across your investments, planning, tax, estate and other areas. This holistic perspective allows us to add value beyond what a traditional wealth manager can typically offer.
We take an institutional-caliber approach by leveraging our size to access a wide range of public and private investments. Each portfolio is carefully customized based on your specific objectives, risk tolerance, time horizon and values. We are active managers focused on optimizing risk-adjusted returns. Clients also benefit from opportunities to co-invest alongside other families. Our aim is to be a trusted steward of your wealth.
We are an Investment Advisor Representative (IAR) of an independent Registered Investment Advisor (RIA) firm and use a transparent fee structure. Typically, clients pay an agreed-upon percentage of assets under management fee although more traditional types of brokerage fee structures are available to our clients if that is more appropriate for the situation. The compensation model will align our interests with yours and ensure we remain objective in our advice. Our goal is to be a trusted, long-term partner in growing your wealth.
Alternative assets are an important part of many of our clients' portfolios. We conduct extensive due diligence to identify alternative investment managers across private equity, real estate, hedge funds, and other categories. We have relationships with leading firms and can access opportunities not available to most investors. Our size allows us to negotiate favorable terms for our clients.
We provide an extensive suite of services designed to address every facet of your financial life. Our key areas include:
- Financial planning to define and achieve your short and long-term goals.
- Estate and trust planning for efficient wealth transfer and tax minimization.
- Tax advisory services to optimize your tax position.
- Risk management and insurance solutions to protect your assets.
- Custody and consolidated reporting for a clear, comprehensive view of all your assets.
- Concierge and lifestyle services to simplify and enhance your life.
Part of a comprehensive financial plan is a review of liabilities including mortgages, loans and lines of credit. If changes need to be made in your liability management, we can negotiate competitive rates with various providers on your behalf. We have partnered with several banks that will compete for your business resulting in favorable pricing for you.
We have selected BNY Mellon Pershing as our custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin. Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.
We welcome the opportunity to learn about your unique situation and share more about how we can help. Please contact us to set up an initial conversation with a member of our team. We look forward to understanding your goals and exploring how mFORCE can support you and your family’s financial goals and opportunities. While our full multi-family office services require a minimum level of assets, we aim to be a resource to a broader range of individuals and families.