Matter’s approach to fostering family legacy is driven by shared purpose, great communication, and lifelong learning.
Our work together educates and empowers all generations, fosters dynamic family meetings, promotes trust and transparency, and lays the foundation for thoughtful inheritance and succession planning, so your family flourishes along with your wealth.
Our approach is dynamic, purposeful, and collaborative.
We work with your family to identify and align on what matters most, so you can embark on a journey of learning and growing together that helps you build resilience, navigate transitions, and prepare for the path ahead.
Vision, Values, Purpose
We help your family articulate a shared vision, values, and wealth purpose, so you can make intentional decisions together.
Communication
We work with you to develop family communication and collaboration skills that support transparent, positive conversations around wealth.
Family Meetings & Governance
We plan, facilitate, and lead productive, enjoyable family meetings and help you create guidelines and strategies for collaborative, efficient decision-making.
Lifelong Learning
Matter families are learning families. Through investment education and financial literacy programs tailored for your family, we equip every generation with skills and confidence to serve as thoughtful trustees, informed beneficiaries, and empowered stewards of family wealth.
Our skillset helps you build yours.
Family meeting facilitation and strategic leadership
Family learning curriculum
Personalized education programs, such as building investment acumen
Family team- and leadership-building
Family charters
Family governance clarification and planning
Maximize your family’s potential.
Complete this form, and we’ll reach out to you.
Maximize your family’s potential.
Complete this form, and we’ll reach out to you.
Invest in your family. Speak with the Matter Team.
