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We help families thrive for generations.

At Matter, families are our number-one priority.

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

By guiding you through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps your family thrive along with your wealth.

01

Investment Management

We create customized investment portfolios that reflect your family's vision and values.

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02

Wealth Planning & Coordination

Your Matter team brings strategic, sustainable, efficient solutions to the intricacies and complexities of managing wealth.

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03

Culture & Legacy

We help you cultivate a family culture of communication, preparation, and alignment that supports your vision and furthers your legacy.

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Invest in your family.

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