M
Maci Family Office Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,500,000
Clients
15
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$1,633,333
About
Maci Family Office Advisors is a fee-only multi-family office that provides comprehensive wealth management and family office services to affluent families, family offices, individuals, foundations, trusts and closely held businesses. Its service set includes investment management (discretionary and non-discretionary), personal CFO and concierge services, trust and succession advice, philanthropic administration, and cash flow and expense management.
The firm’s investment approach is asset-allocation driven and emphasizes broad, low-cost passive exposures via institutional mutual funds and ETFs, global diversification across many asset classes, and disciplined rebalancing and tax-aware asset location. Maci documents client objectives with written investment plans and IPSs and typically constructs multi-asset portfolios (10–20 asset classes) rather than recommending direct holdings in individual securities.
What distinguishes Maci from many similarly sized supported firms is its willingness to offer performance-based fee arrangements to qualified investors, a fee structure that is uncommon among peers and which the firm addresses through stated policies to mitigate conflicts of interest. The practice of operating a relatively small, fee-only multi-family office (managing a modest asset base for a limited client roster) while also advising on a wide spectrum of investments — including private equity, real estate, trust-deed lending and litigation financing — and expressly rejecting soft-dollar and outside compensation arrangements is notable in the brochure.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Business succession planning
Charitable giving & philanthropy
Cash flow / budgeting
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Executive
Founder/Business Owner
Financial Professional
Fee options
$0+: 1% annually for discretionary accounts (billed quarterly at 0.25%) $0+: 1.5% annually for non-discretionary accounts (billed quarterly at 0.375%)
Hourly fees range from $200 to $1,500 per hour depending on scope and complexity
Performance fees typically 10% to 25% of net profits annually for qualified investors with at least $2,000,000 under management
Account minimum: $2,000,000 Minimum fee: Minimum quarterly fee: $2,500 for discretionary accounts; $3,750 for non-discretionary accounts Fee-only: Fee-only RIA compensated only through client fees; no commissions or other compensation received
Main office location
Maci Family Office Advisors
110 East 42 Nd Street, Suite 1508
New York NY 10017, United States
Number of offices
2
Most active in
Maci Family Office Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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