Most families with real complexity have a tax preparer, an estate lawyer, a financial advisor and a bookkeeper who have never been in the same room. The Family Office is the desk where all of that lands. One person, both licenses, looking at the whole picture rather than one return at a time.
The model comes from the entertainment industry, where a business manager runs the financial side of a client's life so the client can run the rest of it. Martin managed multi-family offices for a prominent Hollywood talent agency before building this practice, and he brought the model home to New Jersey families who are not famous but are every bit as complex: a practice and the IP inside it, a portfolio of rentals, a group of operating companies, retirement accounts and property that must pass cleanly to the next generation.
In practice it means one desk that holds the tax plan, the entity structure, the protection documents and the coordination of your other advisors. When your financial advisor proposes a strategy, Martin knows whether it fits your cash flow and your tax picture. When you form a company, the bank account, the payroll and the election are done together. When something changes, the plan changes with it, rather than waiting for next tax season.
Martin does not manage investments. He works with your financial advisor, or introduces one, and stays on the tax and legal side of the table. He does not sell insurance or products. The membership fee is the only way he is paid.
Every engagement is a fixed fee agreed in writing before the work starts. The first talk is free.
A shift from a once-a-year tax preparer to a year-round planning and protection relationship. By Day 30 you hold a one-page Wealth Map of your whole financial picture, a preliminary tax reduction plan you can still act on this year, a review of up to three prior returns for money you may have missed, and an agreed plan of what to implement before year-end. After that, the relationship continues as your situation changes.
Revocable living trust plans, retirement benefits trusts and, where the estate calls for it, irrevocable trusts, delivered through an eight-stage process built so nothing is guessed and nothing is skipped. Two stages most firms treat as afterthoughts get their own attention here: the letter confirming every decision before a word is drafted, and the funding stage that makes the plan actually work, with follow-ups at 30 and 90 days.
For what you are building next. The entity formed and registered, the tax election made, the EIN issued, the business bank account opened and payroll set up, all in one sequence and with the year's tax plan already in view. Then, if you want it, IBMC stays on as the company's registered Business Agent and Treasurer under a month-to-month arrangement, so the administration never falls to you.
For physicians and creatives who built the valuable thing themselves: a clinical method, a protocol, a device concept, a catalogue, a format, a name. IBMC advises on moving that property out of the operating business and into a vehicle that can license it, sell it, or carry it past a transaction, and on the tax, entity and exit consequences of doing so.
Documents, signatures, invoices and messages move through one encrypted client portal. Your records are organized by household and entity so any question can be answered from the file in minutes.
Martin coordinates with your financial advisor, your insurance professional and your lender rather than replacing them. When you need one you do not have, he introduces someone he has worked with.
Every recommendation arrives as a memo or a map you can read, keep and hand to someone else. If the answer is "not yet" or "not for you," you will hear that too.
Bring what you have, even if it is a rough number and a rough timeline. Martin will tell you plainly what can be done now and what has to wait. No pressure to sign anything.