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A back office partner that makes you look like the hero.
MSI plugs into your clients' lives as their back office and family office accounting team, while you remain the primary advisor. We handle the messy execution so your recommendations get implemented, monitored and documented. We do not compete with you. We make you indispensable.
Why advisors partner with us
Your biggest risks with complex families.
- Great plans that never get implemented
- Sloppy books that undermine a tax or legal strategy
- Families overwhelmed by paperwork, caregivers and state programs
- Communication gaps that create finger pointing when something breaks
Our job is to close that gap. When you refer to MSI you get cleaner files and faster decisions, so your work is easier and your advice actually lands.
How we work with you
An extension of your team, not a new voice in the room.
You stay in the driver's seat
You keep legal and tax strategy. We do not draft legal documents or give legal opinions. We execute, document, and coordinate with you.
We copy you in where it matters
Major changes to entity structure, funding, staffing or benefits are run past you before they are finalized.
We document everything
Clean reporting, clear notes, and simple summaries so you can see what has been done and what is pending without digging for it.
No surprise recommendations
If we see an issue in your lane, we flag it and send the client back to you instead of trying to solve it ourselves.
What we do for shared clients
You design the structure. We keep it standing.
For special needs families, disability homes, and multi entity owners we take on the work that keeps a plan alive after the plan is written.
- Build and maintain accounting controls, documentation and reporting
- Coordinate benefits, funding and program requirements with your plan
- Support hiring and management of caregivers and staff
- Handle payroll, bill pay and the day to day back office
- Organize insurance, renewals and ongoing compliance tasks
- Create checklists and routines so nothing essential lives in one person's head
Safeguards and boundaries
Your reputation is on the line with every introduction.
- We do not hold ourselves out as, or recommend, an attorney, insurance agent or tax return preparer if you already fill that role
- We route legal and tax questions back to you instead of winging it
- If a client ever feels we are not a fit, we help transition them cleanly and keep your relationship intact
- Our internal rule: if it would put you in a bad spot, we do not do it
We frequently work with
We never step on toes.
We very frequently serve as the connector between our clients and the professionals around them, attending meetings, answering questions, and providing clear, reliable financial data. If your advisor already works in an area we cover, that is fine.
The first step for every client
Schedule a Risk Assessment
We learn how your world is wired, show you where the real risks are, and outline what it would take to fix them.
- A 45 to 60 minute conversation with our senior team
- We ask about your businesses, your family, and your current support
- We identify the most important financial, operational, and compliance risks
- You leave with a clear recommendation: what to do now, what can wait, and whether we are the right fit
Refer a client with confidence.
Start with a risk assessment. We will tell you and your client honestly what we see, what we would fix first, and whether we are the right team for it.
Talk to us
Start with a conversation.
Every engagement begins the same way, with a risk assessment. We only take on a limited number of new clients each month, so that the ones we have are properly looked after.