Managing Director of Family Learning, Luke Jernagan, Appears on Family Business Audiocast

Matter's own Luke Jernagan, Managing Director of Family Learning, recently sat down with R. Adam Smith on the Family Business Audiocast to explore what it really means to steward wealth across generations and why the human side of that work matters just as much as the financial side.

In the conversation, Luke traces his path from Episcopal ministry to family advisory work, and shares how Matter approaches its client relationships: grounded in communication, guided by shared values, and oriented toward the long term. He and Adam cover a range of topics, including Matter's recent merger with IWP in Denver, the philosophy behind permanent capital ownership, and how families can thoughtfully prepare the next generation, not just to receive wealth, but to carry it with purpose.

It's a candid, thoughtful discussion on building a legacy that outlasts any single transaction.

Listen to "Building Family Office Services that Go Beyond the Balance Sheet"