We help families thrive for generations.

We help families thrive for generations.

87% of our families are multi-generational
87% of our families are multi-generational
$7B net worth under management
$7B net worth under management
97% client retention rate
97% client retention rate
Matter is a true family office.

Matter is a true family office.

Our firm was founded to help successful families seize the opportunities of wealth and avoid the pitfalls.

We lead the way on a purpose-driven path that supports your goals and values through our innovative family office services, including investment management, wealth planning and coordination, and family culture and legacy.

Our integrated service model enables us to build a family strategic plan that is comprehensive, actionable, and unique to you.

Investment Management

Investment Management

We strategize with you to get the right investments in the right places at the right times—and manage them through all market cycles. More

Sustainable & Impact Investing

Sustainable & Impact Investing

Realize positive gains, support positive change. More

Wealth Planning & Coordination

Wealth Planning & Coordination

We provide the insights and information you need to make thoughtful decisions and navigate the complexities of your financial world. More

Family Culture & Legacy

Family Culture & Legacy

We help you cultivate your family culture and ground it in shared values, intentional learning, and a purpose around wealth. More

Philanthropy

Philanthropy

Be a thoughtful, strategic, and effective donor. More

See how our services come to life for Matter families.

Matter Family Office

Invest in your family.
Speak with the Matter Team.