ABOUT MARSHALL & SHAW
We provide services to individuals and families to assist them in effortlessly managing and organizing their complete financial picture. Our services provide supervision of our client’s finances on a day-to-day basis by working closely with the client to assure that their personal finances are properly handled and accounted for, complementing the efforts of the client’s other financial professionals.
Gain detailed insight into transactions, spending, documents, tax preparation, philanthropy and more with our services. We will manage your financial affairs like a business, valuing speed, flexibility, efficiency and complete confidentiality.
Our services empower our clients with a complete and detailed financial picture of their everyday life.
OUR SERVICES
The M&S model focuses on a high-touch, customized approach to our clients’ needs.
CORE SERVICES
Review and
payment of bills
Account maintenance and reconciliation
Customized and comprehensive reporting
Household
payroll
ADDITIONAL SERVICES
We find that we can build on the core services above to offer our clients additional ways to help manage their personal finances. These services include preparation and monitoring of budgets, compiling of year-end tax information, charitable and political contribution management, document management, preparation of financial histories for divorce proceedings, medical expense tracking, home improvement expense reporting, coordination with other professionals, and more.
WHO WE SERVE
Many circumstances produce a need for our services. Managing multiple homes, frequent travel, constant business demands, a need for privacy—all are reasons why our clients may seek out our help.
Most importantly, our services can be provided regardless of where an individual or family calls "home."
BUSY INDIVIDUALS AND FAMILIES
RETIREES AND ELDERLY
CORPORATE EXECUTIVES
ATHLETES AND ENTERTAINERS
FAMILY OFFICES
FREQUENT TRAVELER
BENEFITS
All of our services are meant to free up quality time for our clients while giving them peace of mind.
We focus on the day-to-day to free up our clients' time for other activites.
OUR STORY
Marshall & Shaw, LLC (“M&S”) was founded in 2017 by Katie Bee Marshall and Leila Shaw to fill a void in personal and family financial management offerings. Modeled after Mountain Financial Services, a business Leila’s family has operated for over 30 years, M&S provides individuals and families with support to manage and organize their complete financial picture. Our services provide supervision of our client’s finances on a day-to-day basis by working closely with the client to ensure that their personal finances are properly maintained, complementing the efforts of our client’s other professionals.
Katie Bee began her career in investment banking in New York, NY, at Deutsche Bank Securities. She moved to Charlottesville, VA, where she was a Senior Investment Analyst at Investure, an outsourced CIO for endowments and foundations. Most recently, Katie Bee was Managing Director of Anderson Growth Partners, a multi-family investment office in Birmingham, AL. She received a BSE in Civil Engineering from Princeton University. Katie Bee currently serves on the Board of Trustees for the McWane Science Center and for the United Way of Central Alabama. She lives in Birmingham, AL with her husband and their three children.
Leila began her career at Mountain Financial Services in Greenwich, CT, a firm that specializes in personal and family financial management. After moving to Birmingham in 2003, Leila worked in public relations and advertising, and managed the homeowners association at Shoal Creek, where she was responsible for financial statements, payroll and weekly cash balances. Leila is a cum laude graduate from Bowdoin College. She currently lives in Birmingham, AL with her husband and their two children.
CONTACT US
OUR ADDRESS
OR
P.O. Box 130458, Birmingham, Alabama 35213