MFG Family Office Experience
Creating and Preserving Generational Wealth
Like many family offices, we advise and oversee all aspects of your family’s needs. From investment management, tax management, estate planning, charitable giving, insurance, financial and legacy planning, we offer an exceptional experience to maximize your wealth and minimize your taxes, so you are free to enjoy and responsibly steward your wealth for generations to come.
Unlike many family offices that attempt to provide these services “in house”, where conflicts of interests can arise, we work with top independent professionals within their fields. MFG will coordinate, collaborate, and lead your independent team to research and implement the best strategies to help your family meet all of its wealth management needs and goals.
You can choose to work with our group of specially selected independent professionals (CPAs, Estate Planners, Insurance Brokers, Mortgage Brokers, Real Estate Brokers, and Bankers), or we are happy to work with your existing relationships.
$5,000,000 + clients, MFG pays for your individual tax return*
$8,000,000 + clients, MFG pays for your initial Estate Plan and periodic updates*
*Certain limitations Apply
Family Office Team
Alfredo Mesa, CFP®
After graduating from Tulane University, Alfredo encountered a financial planning industry where the ‘company’s’ bottom line came before the client’s best interests. Disappointed, he spent the next 8 years searching for the best way to serve his clients and decided to open his own firm.
As an independent CERTIFIED FINANCIAL PLANNER™ he has prioritized his clients needs for the last 20 years. The MFG Family Office of independent professionals is a natural progression of his personal practice as his clients’ wealth and needs continue to expand.
To learn more about Alfredo, view his story.
Shelly has been practicing accounting in Atlanta for 20 years with a specialty in tax advice and tax preparation for high net worth families and small business owners. She has earned a reputation for explaining tax rules in a way that individuals and small business clients can understand, so they can maximize the tax benefits they are due. Shelly lives in Sandy Springs, Ga with her husband and two boys.
To learn more about Shelly, visit her website at Shelly S. Bykat CPA, LLC.
Jeff regularly advises clients with foundational estate planning issues and works with high-net-worth clients on the appropriate use of advanced estate planning techniques such as charitable trusts, irrevocable life insurance trusts, grantor-retained annuity trusts (GRATs), and family limited partnerships. He also represents and advises privately held companies in all stages of the business life cycle from the entity formation stage through operational issues and business expansion to the sale of the business or its transition to the next generation of owners or managers.
To learn more about Jeff, visit his website at www.demalawfirm.com.
Tim has practiced law in Atlanta for over 25 years and brings to his clients extensive experience in estate planning and estate administration. Tim understands that estate planning is a highly personal practice, and he takes pride in helping his clients make informed and educated decisions. Tim is a past Chair of the Atlanta Bar Association’s Estate Planning and Probate Section, is a frequent lecturer to other attorneys and financial advisors, and devotes significant time as a volunteer at the metropolitan-area probate courts. Tim lives in Buckhead with his wife and two children.
To learn more about Tim, visit his website at www.CurtinLaw.net.
With 22 years of experience in the insurance industry, Jamie understands the importance of excellent customer service. He has gained the unique tools and knowledge needed to educate and assist his clients in protecting their assets through his experience and a wide selection of insurance policies. His in-depth knowledge of insurance markets provides Jamie a distinct edge in identifying the specific risks that affect the lifestyle of his clients. A comprehensive approach combined with extensive insurance expertise allows him to customize an effective and efficient plan to best protect a client’s home, auto, valuables and many other personal insurance needs. Jamie is also able to assists clients with placing any of their needs for commercial insurance lines.
To learn more about Jaime, visit his website at www.walkerinsure.com.
Jeremy works with individuals, business owners, and executives to consult and review existing portfolios of insurance. These reviews include determining the goals and needs of the client specific to their life, disability, and long term care insurance. For individuals, this can be for wealth transfer strategies, estate planning, family protection, and supplemental retirement protection. For businesses, this can be succession planning, buy sell agreement funding, informal valuations, key person designs, and other executive benefit strategies to promote reward and retention.
To learn more about Jeremy, view the Gallagher brochure (PDF)
Mark has worked as a mortgage banker in Atlanta for 18 years. He helps advise clients on product offerings and mortgage structures for purchases and refinances. He also advises clients on renovation, construction, and cash out financing options. Mark has regularly been the top loan producer in the state of Georgia and one of the top 25 producers in the country for a number of years. Mark and his wife live in Alpharetta, Ga with their 3 sons.
To learn more about Mark, visit his website at www.markdaker.com.
Lowe Baumann Group
Kyle Baumann, a founding partner of Lowe Baumann Group, is a seasoned REALTOR® in the Atlanta market. Kyle works with individuals, investors and developers interested in the city’s most coveted properties, and with over $300 million closed in sales since 2013, Kyle has built a solid client foundation in all price ranges throughout Atlanta. Kyle specializes in applying his market knowledge and expertise to represent his clients’ best interests at all times. Elise Lowe Baumann is personable, approachable and energetic. A native of Atlanta, real estate is not only her passion, it’s also a family trade as her mother, Janey Lowe, has been an agent in Atlanta since 1987.
To learn more about Kyle and Elise, visit their website at lowebaumanngroup.com.