Trust & Estates

An M Financial Member Firm Makes the Difference

M Member Firms leverage the strength of the entire M community to deliver superior solutions to clients:

  • Access to exclusive products designed for HNW individuals, executives, and employers
  • Preferred pricing based on M’s best-in-class experience fundamentals
  • Guidance from thought leaders across Member Firms and M corporate
  • Efficient support and digital tools that save time and increase transparency
Find a Firm ›Become a Firm ›

Interested in Becoming a Firm?

We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibilities to the M community.

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