Covering all of your bases with our modern family office.
Our Philosophy
The ML Venture Group’s philosophy is that financial advice involves everything money touches. Our approach to providing a dynamic family office is how we follow our process that is intuitive, bespoke, and holistic. We view each stage as a fundamental principle in our advisory process to follow and be held accountable.
✓ Listen to what you want
✓ Discover the full scope of your needs
✓ Analysis of the information to build our roadmap
✓ Present the plan and work together to decide on most effective strategies
✓ Implement and Execute efficiently
Earning
Building sustainable money habits, long-term investment planning, and enterprise creation over a lifetime. Affluence can be leveraged to further your earnings. We work with you to prepare and effectively identify and handle potential issues that often accompany growing wealth.
Saving & Protecting
Uniquely talented and successful professionals must take advantage of their opportunity to Profit First. We execute savings, cash flow, and tax plans to maximize the long-term impact of your earnings before the opportunity is missed.
Greater success leads to greater risk outside of the markets as well. We are here to help shield and advise against highly speculative investments, predatory scams, and any other asset-draining influences that come your way.
Sharing & Giving
Leaving a legacy is about making a powerful impact. There is underappreciated value to giving back that extends far beyond simply tax benefits. It is about leaving a legacy and making an impact on values you care about. We help you establish a well-planned giving process and philosophy that includes multiple strategies such as direct, donor advised funds, trusts, and foundations that can cover areas important to you such as social, environmental, faith-based and more.
