PROTECTING AND PRESERVING YOUR LEGACY
M + N Advisory Services LLC, a subsidiary of Maloney + Novotny, offers a full line of family planning services to multi-generational family units. Services include financial and income tax planning, investment benchmarking, charitable giving, trust administration, estate planning, tax preparation and personal administrative services, which include bill paying and preparation of financial statements.
WHAT ARE THE BENEFITS OF M + N ADVISORY SERVICES?
- One source for information on, advice about, or oversight of family financial matters
- A dedicated team of professionals focused on client goals in a completely confidential manner
- Continuity from generation to generation
- Access to professional business advisors who can educate family members about responsibilities of ownership and participative governance
- Managing multi-generational needs
- Educating younger generations to be responsible stewards of wealth
- Serving beneficiaries with diverse requirements and interests
- Providing estate, tax, financial planning and other concierge services
FAMILY OFFICE SERVICES LEADERSHIP
CHRIS CARROLL, CPA
Principal
216.344.5297
Chris Carroll is a Principal with M+N Advisory Services LLC. He joined the company in November 2021 and had previously spent 14 years at a national public accounting firm where he focused his practice on closely held businesses and high net worth individuals. In that role, Chris advised clients on all matters of taxation, estate, and financial planning. He is a member of the Estate Planning Council of Cleveland.
MARIANNE GREGA, CFP®, EA
Managing Director
216.363.6482
Marianne Grega is the Managing Director of M + N Advisory Services LLC. Marianne’s experience comes from public accounting as well as the family-office environment. Marianne has significant tax experience working with high net worth individuals focusing on individual, gift, estate and trust tax compliance.
KIM SCOTT
Director
216.363.6486
Kim Scott is a Director in M +N Services LLC. Kim’s experience comes from over 30 years in public accounting focusing on high net work individuals, trusts, and pass-through entities as well as serving as a trustee on a private foundation.