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.
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✓ 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.
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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.
