In recent years, outsourcing for family office services has grown from a niche solution to a mainstream strategy. As family offices face increasing regulatory demands, rising costs, and the need for more sophisticated financial strategies, has become a vital tool in improving operational efficiency.

A&M has turned to Masttro Wealth Technology, a powerful software platform that has become the leading wealth solution for ultra-high net worth family offices. With secure links to more than 500 asset custodians, Masttro manages the world’s largest network of direct connections to financial institutions.

Michael Kohner, Managing Director of Alvarez and Marsal Tax in West Palm Beach, embraces the philosophy that leaders who align with their beliefs inspire others.

Michael Kohner and Anthony Giacalone bring a ready-to-go seasoned team of tax professionals to Florida’s “Wall Street South” private capital market.