Dear Reader,

Your children and – if you are so blessed – grandchildren are facing new economic and cultural challenges. While the situation is different, established families have always had to think critically and find intentional solutions to help ensure that their life’s work and values continue to be a source of strength for younger generations.

My name is Austin Mall, and I am a CERTIFIED FINANCIAL PLANNERⓇ dedicated to helping families tackle difficult, complex problems. Below, you will find information on my background, services, mission, and promises. This is meant to help you understand the nature of my practice and the families I look to serve.

Background

My professional background, which can be found here, taught me the following:

• To identify what people value most
• To encourage others to solve long-term problems
• To help people replicate how established families pursue and protect what they treasure most

That said, there are two aspects of my personal story I wish to share:

Growing up the oldest of six children in a blended marriage meant that my family dynamic was unique. This has not always been understood by outsiders. Understanding the uniqueness of every family’s dynamic – and appreciating it – is an honor I take seriously because I know the absolute trust that is required when made privy to such knowledge.

Second, having a good man as a step-father taught me that family stability is (likely) the most important determinant in an individual’s ability to find long-term joy.

Services

To increase family stability, I advise clients in the following areas:

• Financial planning
• Investment management
• Retirement planning
• Tax planning
• Estate planning
• Risk management (including insurance)
• Family wealth planning & education

Mission

My mission is to collaborate with entire families in implementing financial plans that will increase opportunity, address risk, and adapt to future changes of the family.

Promises

Two promises about my advice:

I serve clients myself. I do not offload my personal advice to other advisors (though I am always quick to consult specific experts when appropriate).

Second, I call my clients family, albeit a professional one, because I have made a sacred promise to treat them like I would my own.