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The Power of Effective Transparency

The Power of Effective Transparency

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 $30 million in net assets. This means that they have generated enough wealth to have a significant impact on the long-term well-being of their children and grandchildren. Choosing how and when to share financial wealth with their kids can affect the careers their children choose, where they live, who they
Investing

Closing out the Second Quarter

The close of the second quarter was not without its dramatics. On June 23rd, the people of the United Kingdom voted to leave the European Union, a partnership to which they had been party (in one way or another) for over 40 years! The trading days that followed exemplified general uncertainty about the consequences of the vote, which we commented on in a brief note on June 24th. The markets reacted and then “un-reacted” to the news, and the net
Investing

Annual Market Predictions: Insight or Entertainment?

Around the beginning of every New Year, we are treated to an array of prognostications by various market pundits, who would propose to tell us, as investors, where the markets are headed for the following 12 months. The S&P 500 index will end the year at X and the price of oil will be Y, they tell us. No doubt, significant thought and research go into these predictions. Sadly, however, despite being well-intentioned, hindsight usually proves that accuracy in such
In the News

Matter Family Office Makes "Top 9 St. Louis Advisors" List by Advisory HQ

We are proud to announce that we have been named as one of the Top 9 Financial Advisors in the St. Louis Area by Advisory HQ. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ Please Note: There are many different awards and rankings presented in the financial advisor industry. Matter Family Office does not, nor has it ever, solicited any third party for awards or recognition, nor pay any type of fee
Investing

Investment Insights: January 2016

We are writing to share our perspective on the current volatility in the market. Emotions can be our greatest adversary. We, therefore, as your advisors, seek refuge in facts to frame and provide perspective. To help make some sense of this unprecedented beginning of year correction, we believe it is helpful to look at this episode in context and, more importantly, to provide clarity on what we are thinking as it relates to your investment portfolios. The beginning of 2016