Matter thoughtfully, expertly manages the daily tasks of your family’s financial world.
Whether we’re ensuring bills are paid on time, reconciling accounts across multiple entities, or consolidating reports for a full financial view, we bring clarity and order to both the big picture and the fine points.
At Matter, Family Operations is a disciplined process built on precision, confidentiality, and proactive communication.
Our team seamlessly integrates with your existing advisors, family office structures, and household operations to create a single, coordinated system for achieving your wealth goals. We anticipate, coordinate, and execute on every detail, so your financial operations run smoothly and efficiently – and you have time to focus on what matters to you.
Bill Pay Administration
We oversee all household, family, and entity bill payments with accuracy and discretion. We coordinate vendors, process payroll, and plan cash flow, so obligations are met without interruption – and without consuming your time.
Bookkeeping and Accounting Services
We maintain financial records at the entity, property, and household level; reconcile accounts regularly to ensure accuracy; and provide the documentation you and your advisors need to make informed decisions.
Tax Compliance Coordination and Execution
We partner with your tax advisors to gather, submit, and archive necessary documentation in a secure and timely manner, and streamline the tax payment process to minimize disruption and meet deadlines.
Comprehensive Financial Reporting and Oversight
We build and manage consolidated, customized reports to give you a full, real-time view of family assets, expenses, and charitable activity – and clear, complete information to support decision-making.
Concierge Project Management
We provide white-glove coordination for essential back-office functions across your financial ecosystem. We track deliverables, facilitate communication between advisors, and make sure nothing is overlooked.
Our core capabilities support your day-to-day administrative needs.
Bill pay and cashiering
Paperwork reviews and execution
Real estate and small business accounting
Insurance coordination and management
Payroll and compliance
Monthly income and expense tracking
Budget and cash flow planning
Let us handle the details.
Complete this form, and we’ll reach out to you.
Let us handle the details.
Complete this form, and we’ll reach out to you.
Invest in your family. Speak with the Matter Team.
