Wealthy lifestyles require a multifaceted alignment of details, decisions and personal/family interests.  To accomplish that goal, you need a firm you can trust, a firm that can handle all of your affairs, coordinating with your various professionals, while providing you with clear direction.

SM MGMT works together with your lawyers, accountants, financial planners and other professionals to ensure that all of the pieces of your financial and life puzzle fit together the way they should.  Whether building a new home, purchasing a vacation property in a foreign country, making philanthropic contributions, or simply ensuring your heirs are taken care of, we are the first and last people you need to talk to.  A more detailed look at the services we provide to simplify your life can be found below.