These families are often closely connected, with shared business interests, partnerships, and investments that span generations. They also tend to value privacy, discretion, and a trusted advisory relationship that honors both the collective family vision and the unique goals of each household.
Matter’s expertise perfectly aligns with these attributes and needs. We begin each engagement with SFO families by developing a comprehensive understanding of the family’s full financial landscape, including balance sheets, entities, opportunities, and risks.
From there, we:
- Collaborate with the trusted head of the SFO and existing advisors—such as family office teams, attorneys, and accountants—to ensure alignment and continuity.
- Meet with each household to understand their goals, values, and priorities.
- Facilitate family-wide discussions and regular family meetings to align on a shared path forward.
- Assemble specialized teams for each household that fit their needs, communication style, and planning objectives.
Our teams unpack each household’s unique cash flow, investment, tax, estate, and charitable intentions and build a customized Family Strategic Plan that incorporates the entire family balance sheet, actuated for each household.
We also begin supporting the whole family with comprehensive, day-to-day financial management, including:
- Financial education for all generations
- Bill pay and cash management
- Real estate and business accounting
- Tax coordination and reporting
- Insurance management
- Private and public investment management oversight and consolidated reporting
- Income tracking and forecasting
- Estate plan design and execution
- Payroll for household staff
- Family communication and collaboration facilitation and support
Throughout the relationship, Matter continually looks for ways to improve efficiency, enhance transparency, and tailor solutions to each family’s preferences and structure.
Whether these client families are transitioning from a single-family office or simply seeking a more integrated approach to managing family wealth, Matter provides the strategic guidance, operational support, and financial expertise needed to sustain and grow family wealth—for today’s generation and those to come.