Insights matter.

A meaningful shift is underway among ultra-high net worth (UHNW) families. After decades of focusing primarily on financial capital, a growing number of families are now turning their attention to...

For high net worth families, communication is a strategic advantage. Families who cultivate open dialogue and a culture of transparency across generations create resilience that extends beyond financial capital. These...

For decades, we’ve known that strong collaboration leads to better business outcomes—more innovation, better decisions and greater fulfillment. The same is true for families. When families take intentional steps to...

Ultra-high-net-worth (UHNW) families, like successful business teams, face complex challenges that require clear communication, strategic decision-making and a long-term vision. Managing family wealth across generations demands not only financial acumen...

How to Establish Trust and Collaboration in a Complex Family System Key Findings Why Is Transparency So Hard? Ultra-high net worth (UHNW) families are defined as families with more than...

The internet has been abuzz due to a stellar performance by Jerry Jones, long-time owner of the Dallas Cowboys, in the hit series Landman. Apparently, this Emmy-worthy monologue took only...

Legacy and Learning Matter has recently made a decision that has significant meaning even if the result seems like an insignificant change. We take a comprehensive, integrated approach to managing...

At Matter, we believe successful families truly thrive when they develop their human capital along with their financial capital. We are committed to helping them do both by continuing to...

We are on the cusp of an unprecedented shift in the US financial landscape.   By the numbers: From 2010 to 2015, private wealth held by women grew from $34 trillion...

If we’ve learned anything over the past several months, it’s to expect the unexpected. The global pandemic has challenged us all to learn new ways of communicating and collaborating effectively,...

Family meetings are invaluable to multigenerational success. They help families build trust and communication, provide a structure for information-sharing and decision-making, and create a format for introducing the rising generation...

With the holidays approaching, many families are preparing to gather together. These are precious opportunities for family members to connect, especially for those who are geographically scattered. They are an...