Estate attorneys, CPAs, insurance consultants, bankers, real estate advisors and other Centers of Influence (COIs) are often on the frontlines of guiding families through complex financial, tax and legal decisions. But even the most capable COIs face challenges: fragmented client information, misaligned strategies between advisors and multi-generational family dynamics that complicate decision-making.
This is where integrated advisors, such as Matter Family Office, add measurable value for both families and the COIs who serve them. By combining investment expertise with holistic family governance, human capital insights and long-term planning, integrated advisors create an environment where COIs can operate more efficiently, more confidently and with greater impact.
Holistic, Multi-Generational Engagement
Traditional approaches often center on the current wealth holder. But integrated advisors work across generations, ensuring that every family member’s voice, priorities and goals are heard. This framework, emphasized in Family Wealth by James E. Hughes Jr. and The Rise of the Integrated Advisor by Tom McCullough, reduces internal family conflict and creates alignment before strategies are executed.
For COIs, that alignment is transformative. Rather than mediating disagreements or re-explaining fundamentals, you can focus on delivering specialized expertise. Families who understand their wealth and purpose become more engaged clients, making collaboration smoother and results stronger.
A Single Source of Truth
One of the most challenging inefficiencies for COIs is navigating incomplete or conflicting client information. Integrated advisors serve as the “single point of truth” for families, managing investments, tax, estate, insurance, business interests and philanthropy under one coordinated lens.
As Courtney Pullen notes in Intentional Wealth, COIs thrive when there is one trusted advisor who maintains accurate, up-to-date information. This centralization saves time, reduces the risk of error and ensures every professional on the advisory team is working from the same playbook.
For COIs, this means you can deliver your best work with full confidence that your strategies align with the family’s broader objectives.
Collaboration that Elevates Everyone
Integrated advisors don’t replace COIs. They elevate them. The integrated advisor model fosters a culture of collaboration where tax, legal, investment and insurance considerations are discussed openly and strategically. Calls and meetings are intentionally structured to create cross-disciplinary dialogue, uncover opportunities and prevent planning gaps.
Acting as the quarterback for the family, integrated advisors ensure that every advisor is aligned and working toward shared outcomes. For COIs, this reduces conflict, streamlines execution and creates a stronger professional network that enhances your own business value.
Expanding the Conversation Beyond Numbers
Unlike traditional wealth management firms, integrated advisors also bring expertise in human capital, family culture and purpose. By helping families articulate values and define the “why” behind their wealth, integrated advisors create clarity that strengthens decision-making.
For COIs, these insights are invaluable. You gain visibility into dynamics and motivations that might otherwise remain hidden, making it easier to structure estate plans, succession strategies, philanthropic efforts and insurance solutions that are deeply aligned with family purpose. Being part of these higher-level conversations also positions you as a more trusted, strategic partner in your clients’ eyes.
The Integrated Advisor Advantage for COIs
When you partner with an integrated advisor, your work as a COI becomes easier and more effective. Integrated advisors:
- Build deep, multi-generational understanding of families
- Provide a centralized source of accurate, comprehensive information
- Foster authentic collaboration among all advisors
- Align financial and legal strategies with human capital, culture and purpose
For COIs, this partnership means you can operate at your highest level, knowing you’re part of a coordinated, integrated team. The result? Better client outcomes, stronger professional relationships and greater satisfaction in the work you do.
About Ned Rollhaus
Ned Rollhaus is dedicated to helping families navigate the complexities of wealth with empathy, clarity, and purpose. The leader of Matter Family Office’s Denver hub, and a partner and managing member at the firm, Ned serves as a trusted guide for multigenerational families, helping them make informed decisions that align with their values and long-term goals. Like Matter, he believes in empowering families by fostering intentional communication and creating strategies that ensure families and their financial capital thrive for generations.
Ned’s varied background, collaborative mindset, and lifelong commitment to learning align seamlessly with Matter’s integrated, personalized approach to wealth management. A CFA charter holder, his experience also includes leadership roles on nonprofit boards including the Collaboration for Family Flourishing. Outside of work, Ned enjoys spending time with his wife and three children, hiking and skiing in Colorado’s mountains, and volunteering in his community. A tennis enthusiast and an avid reader, he approaches all aspects of life with curiosity, humility, and good humor.
About Marlys J. Raycraft
Marlys Raycraft is passionate about helping ultra-high-net-worth families seize the opportunities wealth provides, so they can build meaningful, lasting legacies. A managing director and shareholder at Matter Family Office, she was drawn to the firm’s integrated, holistic approach to supporting families for generations. Marlys leverages her background as an estate attorney to thoughtfully and confidently guide Matter families through each stage of their wealth journey, and she appreciates the opportunity to develop personalized, actionable financial strategies that align financial and human capital.
A Colorado native, Marlys is also deeply committed to her community, with a particular focus on mentorship and education. She is involved in the Rose Community Foundation and a member of the Denver Estate Planning Council, the Rocky Mountain Estate Planning Council, and the Colorado Bar Association. Outside of work, Marlys enjoys traveling, skiing, hiking, and paddleboarding – and especially loves spending time with her family.
About Matter Family Office
Founded in 1990, Matter Family Office is an independent multi-family office that empowers ultra-high-net-worth families to achieve long-term success. Through an integrated, personalized approach to wealth management, Matter serves as a strategic partner, guiding 131 families in 34 states to navigate wealth complexities, make informed decisions and build enduring legacies. Learn more at Matter Family Office. Advisory services offered by Matter LLC, dba Matter Family Office, a registered investment adviser.