Wealth Planning

Plan for today and tomorrow.

We believe wealth planning should be a seamless, efficient, and positive experience for families.

Matter leverages technical expertise, organization, and coordination to streamline your financial world and help you build and activate a strategic plan to realize your family’s wealth goals and objectives.

Our comprehensive, collaborative approach prepares you for the path ahead.

We provide the insights and information you need to make thoughtful decisions around wealth and navigate its complexities. We proactively collaborate with your other advisors to be sure everyone is informed, involved, and on the same page. And we make sure your family’s values drive all the work we do together.

Financial Analysis & Planning

We manage your entire balance sheet, provide predictive modeling, and help you find and execute solutions that are right for your family.

Multigenerational Estate Planning

We work with your estate attorneys to design and administer an estate plan that reflects and realizes your goals. We also provide ongoing maintenance and review of family structures.

Tax Planning & Optimization

We coordinate with your CPA to develop an income tax strategy, simplify the tax process, and deliver tax estimates and filings on time.

Gifting & Intergenerational Transfers

We help you create and execute lifetime and annual gifting plans that support family members now and in the future.

Insurance & Risk Management Consulting

We work proactively to identify and mitigate risks through comprehensive exposure analysis and protection recommendations.

Philanthropy

We help you build thoughtful, intentional philanthropic strategies that reflect your values, clarify your goals, and elevate your impact. Learn more.

Special Projects

We provide succession planning for families and enterprises, and help you navigate changes like death, divorce, and business transitions.
  • Financial modeling
  • Risk and insurance analysis
  • Legacy planning
  • Retirement strategy and planning
  • Education planning
  • Business succession advisory
Learn more about our approach to charitable giving.

Make a plan for your family.

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On our minds

Selling the Company While Maintaining the Family Legacy

How Centers of Influence Gain Significant Advantage When Partnering with Integrated Advisors

The State of Estate and Income Tax in 2021: Significant Changes or More Delays? 

Make a plan for your family.

Complete this form,
and we’ll reach out to you.

* Required details