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Matter has helped successful families thrive for nearly 30 years.

Our firm was created to give families the framework to invest intentionally, simplify the complexities of wealth, and cultivate a culture of communication, preparation, and alignment—so they leave legacies that last for generations.

We build authentic, meaningful connections with the families we serve, and we’re committed to leading with courage, respect, and integrity.

Matter families benefit from our founding principles:

Family Focused

We see your whole family as our client. Our unique service model was built to support your family strategically, holistically, and purposefully, and we enjoy working with family members of all ages and financial acumens.

Clients of the Firm

Your Matter team is custom built for your family based on the skills, expertise, and personalities that best suit your needs. While you can expect personal, proactive attention from your dedicated team, you will also benefit from Matter’s collective knowledge and collaborative approach.


Our associates are available to provide advice and serve as your sounding board whenever you need us. And, through our innovative mobile and desktop portals, you always have immediate access to the information you need in real time, wherever you are.


Matter does not take compensation from outside firms or advisors. We provide objective insights and guidance, because your best interests are our best interests.

Private, Sustainable Ownership

Matter is 100% owned by the management and employees of the firm. Our structure provides for seamless transition of ownership to generations of future leaders.

What matters to you?

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