Maura Madden Financial Planning

Maura Madden serves as the principal, personally overseeing both the financial planning and investment management functions. The office likely engages external counsel for tax and estate matters, but strategic asset allocation and manager selection remain in-house. No additional named investment committee members are publicly disclosed.

It is a single-family office, dedicated exclusively to the wealth management needs of the Maura Madden family. The firm does not operate as an RIA for external clients, nor does it manage a multi-family office platform. This insulates decision-making from commercial pressures to gather outside assets.

The portfolio spans traditional public-market assets — primarily large-cap domestic equities and fixed-income instruments — alongside select alternatives including private credit and real estate. The equity sleeve is likely managed with a tax-loss harvesting overlay. The office avoids venture capital and other high-volatility strategies that conflict with a capital-preservation mandate.

As a lean single-family office, deal flow for private credit and real estate opportunities likely comes through established professional networks and co-investment relationships rather than a dedicated sourcing team. No specific deal-flow platforms or club memberships, such as Tiger 21, have been publicly confirmed.

Philanthropic planning is integrated into the office's overall financial planning service, but no separate foundation or donor-advised fund has been publicly linked to the firm. Any charitable giving is likely structured through vehicles that optimize for the family's tax and estate-planning goals, a standard practice among family offices of this type.