Michael Gary Consulting, Inc. (MGCI)’s Client Engagements

Trusted by Leading Fiduciary and Financial Institutions

For over two decades, we have led strategic engagements across platform modernization, regulatory transformation, trust operations, and investment advisory alignment. Our team delivers clarity through current-state assessments, vendor strategy, project execution, and post-implementation support. 
Our client engagements are rooted in deep fiduciary knowledge and hands-on execution, tailored to each firm’s goals, structure, and complexity. 

Boston-Based Law Firm with Family Office

Challenge: Disconnected systems limited performance across Trust, Estates, and Family Office practices. 

Solution: 

Phase 1: Full operational assessment with stakeholder interviews and SWOT analysis 
Phase 2: Strategic roadmap and vendor alignment plan 

Impact: Defined path to modernization, stronger data strategy, and improved advisor and client service readiness 

Boston Law Firm with NH-Based Trust Company

Challenge: Needed scalable infrastructure for national expansion and elevated client service. 
Solution: Full needs assessment, digital experience strategy, and SFO modernization plan 
Impact: Growth-focused roadmap and improved operational design across fiduciary teams 

Boston Law Firm - Trust Accounting Conversion

Challenge: Complex migration from a legacy trust system to a modern trust accounting platform. 

Solution: 

End-to-end project management 
Business process reengineering 
Data migration and go-live support 

Impact: Smooth transition, verified data, and modernized trust accounting platform 

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Connecticut Law Firm - Custodian and Vendor Strategy

Challenge: Required custodial modernization and fiduciary-aligned vendor strategy 

Solution: 

Operational assessment 
Future-state planning 
RFP and vendor due diligence 

Impact: Risk-mitigated platform selection and implementation path within timeline and budget 

NYC Single-Family Office - OCIO Evaluation

Challenge: Sought a new outsourced CIO aligned with governance and investment goals 
Solution: Tailored RFP process including evaluation of Callan, Cambridge, Greycourt, and Monticello 
Impact: Transparent, scorecard-based selection and strategic investment advisory continuity 

Global Financial Institutions

Israel/New York Bank: Outsourced global custody operations and led wealth platform migration 
NYC Fund Administrator: FATCA compliance redesign for smoother client onboarding 
Kuwait Investment Firm: Built FATCA reporting and tax compliance roadmap 
UK Global Bank: Directed liquidity reporting transformation under FSA guidance 
Private Bank & Trust Co. (IL): Full trust platform data conversion with validation protocols

Built to Deliver Measurable Results 

Clients turn to us to lead high-stakes projects with the confidence of experience. From family offices to multinational banks, our client engagements are led by fiduciary, compliance, and technology experts committed to structured, results-focused execution.  

Build Momentum with Trusted Engagement Leadership

Let us guide your next transformation, from platform conversions to vendor strategy, with expert-driven, outcome-based engagement models. We deliver more than advice—we deliver measurable progress, clarity, and long-term value. Contact us today for more details. 