A Family Office Experience for Those Who Have Outgrown Standard Advice
MG Financial provides family office wealth management for high-net-worth families with complex entities, generational transitions, and the kind of planning that requires a team accountable for every outcome, not just every recommendation.
* We work with a limited number of families. A confidential conversation is where we both determine if there is a fit.
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Begin with a private call.
Family office planning requires someone who understands both the financial and legal dimensions of your wealth. Few advisors do.
You have multiple entities: trusts, real estate, policies, investment accounts, an estate plan drafted years ago and not revisited since. You have competent advisors in each area. What you do not have is anyone accountable for how it all fits together.
At this level, the advisory model itself is often the problem. Each professional manages a piece. No one manages the whole. And when your life changes (a liquidity event, a family transition, a shift in the law), you are the one coordinating the response.
MG Financial was built to solve that.
i.
Multi-manager platform
A curated multi-manager investment platform that gives your family access to institutional-quality managers
ii.
Reviews that lead to action
Reviews that lead to action, not just conversation. If your estate plan is outdated, we tell you, and we drive the update forward
iii.
Ongoing oversight
Ongoing oversight that adjusts as your financial life evolves
Who We Work With
Owners preparing for or on the other side of a liquidity event
Families with trusts, LLCs, or holding companies that span generations
Executives managing concentrated positions, deferred compensation, and equity awards
Families looking to fold their estate plan into a broader financial strategy rather than treat it as a standalone document
Anyone for whom managing their advisors has become a second job
What Our Clients Say
Mary E. Gilligan, Esq.
Mary Gilligan founded MG Financial in 1996 on a conviction that remains the foundation of the firm: a plan is only as valuable as its implementation.
As a financial advisor with a background in law, Mary brings a combination of legal precision and financial depth that few family office advisors can offer. With more than 40 years of experience behind the firm, she leads a team that manages the full spectrum of family office wealth planning, across liquidity events, multi-entity structures, and multi-generational transitions.
As CEO and Chief Investment Officer of an SEC-registered investment advisory firm, her approach is structured to your specific needs, and is comprehensive and personal. Every relationship begins with a confidential conversation about what matters most to you and your family, followed by a plan that is actually carried out.
If your financial life has grown beyond what any single advisor or standard model can manage, that conversation starts here.
