Responsible Investing Is a Concept That Has Continued to Stick: What Does That Mean for Investors?
By Thierry Brunel In a blog post back in 2017, we explored the history, evolution and potential path forward for what can sometimes be a hard topic to define: Responsible …
Matter Family Office Receives Second “Family Wealth Report” Distinction
For the second year in a row, Matter Family Office was honored to win the “Multi-family Office ($2.5 billion to $5 billion AuM/AuA)” award at the Family Wealth Report Awards …
Market Updates at 2018 Year-End
What a difference a year makes. At the end of 2017, we were in the midst of a period of unprecedented low volatility coupled with the S&P 500 Index returning …
Story Sharing Can Strengthen Family Culture in a Lighthearted Way
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 …
Matter’s Kathy Lintz Recognized as Standout Multifamily Office Executive
We are proud to share that Matter is bringing home the Boutique Multifamily Office Executive award from The Family Wealth Alliance Anniversary Awards Gala held on October 17th in Chicago. …
The Many Faces of Risk: Exploring Late-Cycle and Idiosyncratic Factors
A key component of our investment process remains understanding some of the prevailing themes in the markets and what they might mean for relative asset class performances for the following …
In Successful Navigation of Prenuptial Agreements, It’s Not About the Prenup
By Robin Catlin Prenuptial agreements are a commonly stated area of anxiety for both children and parents in wealthy families. They’re complicated – this article does a great job …
Is It More Bark Than Bite? The Rising Tensions in Global Trade
The term “trade war” rarely elicits any favorable feelings from investors. When we consider that trade is the vascular system of the global economy, it is safe to presume that the …
When Parents Are Doing Their Adult Kids’ Taxes, What’s the Bigger Picture?
In a 2018 article, the Wall Street Journal highlighted an apparently common practice in American families: parents doing their kids’ taxes. Why is this notable? Well, in many cases, the …