We support your family across these areas and more.
Financial Analysis & Planning
We manage your entire balance sheet. Whether we are analyzing cash flow and budgets to meet your lifestyle needs, modeling asset growth for legacy or philanthropy planning, or evaluating a new purchase, your Matter team helps you find and execute solutions that are right for your family.
Multigenerational Estate Planning
We work with your attorney(s) to think through the intricacies of your estate plan and administrate it in ways that reflect and realize your family's goals.
Income Tax Strategies & Coordination
We coordinate with your accountant(s) to support your family with income tax strategies, simplify the complexities of the tax process, and save you time.
Asset Protection & Risk Management
We work to proactively identify risks and recommend solutions and providers that help mitigate them.
Philanthropy Planning & Implementation
We help your family create and execute a strategic, intentional giving strategy that aligns with your values and wealth purpose. Learn more about our approach here.