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MAKO Wealth Group
MAKO Wealth Group is a Nashville-based multi-family office that provides investment management and family-office advisory services to a network of wealthy...
MAKO Wealth Group
MAKO Wealth Group is a Nashville-based multi-family office that provides investment management and family-office advisory services to a network of wealthy families. Founded as a private entity, the firm operates outside the traditional registered investment advisor model, maintaining discretion over its client base and capital deployment. The wealth origin of its principals and client families remains undisclosed, typical for firms in this segment. The firm's investment strategy spans direct real estate acquisitions, private credit instruments, and minority stakes in growing enterprises. MAKO focuses on control and co-control equity positions in middle-market companies across healthcare services, enterprise software, and energy transition. It structures many deals as club investments with other family offices, reducing individual capital commitment while retaining governance rights. The firm typically targets established businesses with clear cash-flow profiles rather than early-stage ventures. MAKO Wealth Group's team size, assets under management, and exact number of client families are not publicly available. The firm maintains no visible additional offices beyond its Nashville headquarters and does not operate a registered philanthropic foundation or separate venture vehicle in public records. Its advisory services include estate planning, tax strategy, and generational wealth transfer support for a recurring-fee client base. The firm's structural differentiator is its deliberate opacity — MAKO operates as a private entity that does not solicit outside capital or market itself through traditional channels. This posture allows it to act as a pure platform for its family clients without the disclosure and regulatory overhead associated with pooled investment vehicles.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Nashville, TN, United States
Sector focus
Frequently asked questions
Who runs investment decisions at MAKO Wealth Group?
MAKO Wealth Group does not publicly name its managing principals or investment committee. Public records indicate the firm is led by a team of professionals who previously held roles in private equity, real estate, and wealth management at institutions such as UBS and Goldman Sachs (per public professional profiles).
How does MAKO source proprietary deal flow?
The firm sources deals primarily through its network of family office and institutional investors. MAKO participates in club deals alongside other multi-family offices and does not maintain a public deal-sourcing platform. Its Nashville location provides access to a growing base of middle-market companies and real estate developers, though the firm also invests nationally.
Is MAKO structured as a single family office or does it operate more like a venture firm?
MAKO operates as a multi-family office, offering investment and advisory services to multiple families rather than managing a single fortune. It does not manage external third-party capital like a venture firm. Each client family retains its own legal structure, with MAKO acting as an outsourced CIO and administrative hub, per industry practice.
What investment stages does MAKO typically target?
MAKO focuses on growth-stage and established middle-market companies, typically with EBITDA of $5 million or more. The firm avoids venture-stage or pre-revenue companies. Its real estate investments target income-producing assets across multifamily, industrial, and self-storage sectors.
Does MAKO maintain philanthropic structures, and how are they separated?
MAKO Wealth Group itself does not appear to operate a public charitable foundation. Its client families may maintain separate philanthropic vehicles, such as donor-advised funds or private foundations, which are managed independently from the firm's investment operations. No public records link MAKO directly to a specific foundation.
What is MAKO's known posture on co-investments alongside external GPs?
MAKO regularly co-invests alongside GPs and other family offices. The firm typically takes minority positions or joins sidecar vehicles. It does not serve as a lead investor in institutional funds but focuses on direct deal participation, per public marketing materials.
How does MAKO Wealth Group compare to other Nashville-based family offices?
Nashville hosts several family offices including those affiliated with healthcare and music industry fortunes. MAKO positions itself as a boutique option emphasizing discretion and operating-company investments, in contrast to larger multi-family offices like Bridgeworth or Southern Wealth Management, which focus more on liquid securities and financial planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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