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Family Offices

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Family Offices

Mason has worked with wealthy private clients since we were founded in 1982.  We offer our expertise in both complex financial planning and institutional-level portfolio management.  We understand the unique needs of wealthy families.  Since 1998 Mason has worked with institutional clients as well.  Our family office practice is a blend of personal wealth management, financial planning and institutional-level investment consulting.  If your family office seeks an expert not just on investments but also financial planning, Mason might be the right choice for your organization.

Mason was founded in 1982, and today our institutional division represents a significant portion of our assets under management.  Our institutional practice includes foundations, endowments, corporate funds and retirement plans and we manage short, intermediate and long-term portfolios.  As we have expanded over the years, we have built a track record of client retention, investment performance and a knowledge base that may be useful to your staff, committee and board.

Is There a “Best” Service Model?
Mason provides a range of services and service models.  We recognize that each committee is unique.  Some committees prefer to maintain the final decision-making authority over every manager hire/fire decision, each buy/sell order and every rebalancing opportunity.  Other committees prefer to focus more on policy and less on implementation.  In either case, Mason has a solution.

Click below for more information about Mason’s investment philosophy and process.

Learn More about Our Philosophy and Process

Click below to request more information about Mason’s family offices services.

Request More Information

Institutional Services

  • Traditional Consulting
  • Outsourced Chief Investment Officer
  • Data Aggregation and Reporting
  • Retirement Plan Services

Institutional Clients

  • Community Foundations
  • Educational Institutions
  • Arts and Cultural Organizations
  • Private and Family Foundations
  • Healthcare Entities
  • Corporate Foundations
  • Social Services Entities
  • Public Funds
  • Family Offices

Contact Us

Washington, DC Area Office:

Address: 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Communications:

info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

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Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).

All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

PRIVACY POLICY

Click here for Mason Investment Advisory Services, Inc.’s Customer Relationship Summary

Click here for Mason Securities, Inc.’s Customer Relationship Summary

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.
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