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The Matter Team

Your Thought Partners

Matter’s service model is exceptional, and so is our team.

Our associates blend a dynamic mix of disciplines and multi-generational perspectives with the skills and expertise to tackle complex financial challenges in innovative ways.

We collaborate, support each other, and share our knowledge, so every family we work with gets the very best of Matter. And we’re all devoted to a common purpose: helping successful families like yours thrive for generations.

Our purpose is helping you fulfill yours.

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