Matter Family Office is different because we have both the desire and breadth of experience to manage the technical and personal aspects of your family’s needs.
Our family office point of view is defined by the intentional integration of our wealth management services with an industry-leading approach to helping your family define its culture and legacy.
We believe that wealthy families have a foundation of basic needs related to investments, budgeting, estate, income tax and insurance. However, families need more than excellent execution of the technical aspects of wealth in order to unleash the enjoyment and opportunity that wealth can provide. We help families achieve deeper understanding of their world and greater alignment in decision making through our commitment to our family office point of view.