Founded in 1990, Matter has provided investment, wealth planning and coordination, and culture and legacy services to multi-generation families for decades.
As one of the largest independent multifamily offices, our team of 33 associates represents more than $5 billion in net worth for families across the U.S.
We thrive on the complex challenges of transferring both wealth and wisdom to create a sustainable family legacy. To accomplish this, we built our firm to adhere to the following principles:
Private & Sustainable Ownership
We are 100% owned by the management and employees of the firm, with a structure that provides for seamless transition of ownership to generations of future leaders.
Because we do not take compensations from outside firms or advisors, you can rest assured that Matter will provide objective, invaluable insights.
We work exclusively with families, so our service model is uniquely positioned to provide a fully integrated approach to managing all the aspects of your wealth.
We know that flexibility and accessibility are key facets of effective communication. We are always available to serve as your sounding board and we have invested in the technology to give you immediate access to the information you need.
Clients of the Firm
Our client teams are hand picked for each family based on skills, expertise and personality. And, while every client receives personal attention from their dedicated team, they are also considered a part of the larger Matter family. Every client is a client of the firm.