Our Virtual Family Office: Where Strategy Meets Care
You deserve a family CFO who unites your CPA, attorney, and insurance team into one coordinated plan.
You have advanced needs from cybersecurity to property and casualty coverage that most firms simply can’t handle.
You want seamless, technology-driven service that supports your family wherever life takes you.
Meet the McCabe & Associates Team
Four decades of guiding high-net-worth families through every stage of their financial life.
Wealth Bridge Services
Our complete framework covers every pillar of your financial life, with eight specialties handled directly and four coordinated through our trusted professional network.
Direct Services
Investment Risk Management
Identify and mitigate portfolio risk through every market cycle.
Learn MoreInvestment Research
In-depth analysis of opportunities aligned with your long-term goals.
Learn MorePortfolio Monitoring
Continuous oversight with proactive rebalancing strategies.
Learn MoreEducation Planning
Tax-efficient strategies to fund education without disrupting your plan.
Learn MoreRetirement Planning
A sustainable income strategy for the retirement you've worked toward.
Learn MoreCharitable Planning
Maximize philanthropic impact while optimizing tax advantages.
Learn MoreGenerational Planning
Preserve and transfer wealth across generations with purpose.
Learn MoreOrganizing Your Plan
Bring clarity and structure to your complete financial picture.
Learn MoreLiaison Services
Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
Learn MoreCybersecurity
Protect your financial accounts from evolving digital threats.
Learn MoreEstate Planning
Ensure your assets and legacy transfer exactly as intended.
Learn MoreInsurance Planning
Evaluate coverage gaps and optimize protection for your family.
Learn MoreDoes This Sound Like You?
High-Net-Worth
Families
My advisor doesn't talk to my other professionals or look at the work they're doing.
We streamline communication with your other professionals and review their work to piece your tax, estate, and investment plans together.
A step-by-step guide to coordinating your advisors, protecting your estate, and building a unified plan across tax, investment, and legacy goals.
Business
Owners
The problems I am solving for my business are completely different from my individual problems.
We focus on strategies for business growth, business tax planning, company retirement plans, and family governance for a seamless generational transfer.
A practical framework for maximizing business value, structuring a tax-efficient exit, and securing your family's financial future through the transition.
Widowed
Individuals
I don't feel organized, nobody has talked to my children about their inheritance, and my spouse isn't here to help me make these decisions.
We help advise your children and guide them through inheritance, getting your family organized with a clear gameplan before you pass.
A compassionate, step-by-step guide to navigating the financial decisions that can't wait — so you can protect your family and move forward with confidence.
Meet With An Advisor In Our Virtual Family Office
It does not matter where you live, your children live, or your other professionals live. In the digital era, you can meet with and work with our advisors from the comfort of your own home while receiving the same level of service you deserve.
Case Studies
From Wealth to Legacy: How a $10M Family Built Confidence, Clarity, and a Lasting Plan
Profile Profile: Late 60s couple with $10m+ in investments and real estate. Stage of Life: Retirees splitting their time between world traveling and time with family. Primary Concern: Funding retirement, legacy building with children, education savings for...
Finding Clarity After Loss: Helping a Widow Regain Financial Confidence and Preserve Her Legacy
Client Profile Client: Recently widowed woman in her early 70s. Stage of Life: Retired, enjoying time with grandchildren. Primary Concerns: Managing her late husband’s estate, minimizing taxes, honoring his charitable legacy, and ensuring wealth transfers smoothly to...
Selling Success: How One Couple Turned Their Business Sale Into a Secure Retirement
Profile Profile: Mid-60s couple preparing to sell their family-owned professional services business. Stage of Life: Empty nesters planning retirement and wealth transfer. Primary Concern: Reducing taxes, protecting new wealth, and wanting to ensure long-term family...
Articles
Three Factors To Consider When Rebalancing Your Portfolio
One of the most hotly debated topics among advisors and investors today is how often to rebalance a portfolio. I'm not here to argue that annual rebalancing is better than monthly, or monthly better than daily. But any time you do rebalance, there are three factors...
Two Warnings Before Completing a Backdoor Roth Contribution
If you're a young, high-earning professional in your thirties or forties, you've probably heard about the backdoor Roth contribution. It's one of the most popular strategies advisors talk and write about, because it's a way to get money into an after-tax retirement...
When to Consider QCDs (Quick Explanation)
One frustration for wealthy retirees with large IRA balances is the idea of a required minimum distribution (RMD), the rule that requires you to take a minimum amount out of your IRA each year once you reach a certain age. Some retirees don't need this money to live...
Other Resources
Frequently Asked Questions
How do I monitor my accounts with McCabe?
Our performance portal allows you to track your investments daily through their website or mobile app. This is also where our clients’ quarterly reports are generated and sent.
How do I schedule a meeting?
Our advisors utilize Calendly to help you schedule meetings virtually. Alternatively, you can call our office to schedule a meeting over the phone.
How do I pay fees to McCabe?
Under our advisory model, each client has an advisory fee that is a percentage of their assets under management. That fee is broken down into 4 quarterly payments throughout the year.
Do I work with an individual or a team?
We think it’s important that you have both. Each client gets their own designated advisor for a more personalized approach. However, every client has access to all members of our team if their advisor is meeting with another client when they call.