Strategic Operations for Legacy Management
Holistic Back-Office Support
Preserving Legacies. Enabling Control.
At MN & Co., we understand that managing a family office requires more than just finance—it demands trust, precision, and a high level of discretion. We provide robust back-office solutions that simplify the operational complexities, so you can focus on legacy building, wealth preservation, and strategic growth.
Core Functions We Manage
Financial Oversight & Operations
1. Complete Bookkeeping & Accounting
2. Virtual CFO Support
3. Vendor Payment & Management Services
4. Receivables & Cash Flow Oversight
5. Fixed Assets Tracking
6. Day-to-Day Banking Operations
Investment Oversight & Reporting
1. Real-Time Investment Monitoring
2. Consolidated MIS & Financial Dashboards
3. Budget Planning & Fund Flow Forecasting
4. Maintenance of Investment Documentation
Compliance & Administrative Services
1. Tax Planning & Regulatory Compliance
2. Payroll Administration
3. Statutory & Corporate Filings
4. Internal & External Audit Support
Investment Tracking & Strategic Reporting
Insightful Intelligence to Drive Financial Decisions
1. Consolidated MIS Reporting
A single view of diversified assets and financial data for better strategic clarity.
2. Budgeting & Forecasting
Tailored forecasting tools to optimize capital deployment and long-term planning.
3. Investment Monitoring
Ongoing tracking to ensure alignment with your risk appetite and financial goals.
4. Accurate Recordkeeping
Secure, organized, and compliant records of all portfolio activities and holdings.
Your Central Coordination Hub
Seamless Integration. Total Oversight.
We serve as the central nerve center of your family office, connecting every operational piece into a cohesive, manageable structure.
1. Centralized Process Management
One streamlined system to manage multiple functions and eliminate fragmentation.
2. Integrated Agency Collaboration
Direct coordination with legal, real estate, HR, and IT partners.
3.
Effortless Communication
A single point of contact to manage all agency interactions on your behalf.
4. Adaptive Network Expansion
Access a curated network of professionals or bring in specialists as your needs evolve.
5. Flexible Partner Engagement
On-demand collaboration with advisors, consultants, and industry experts.