We take a comprehensive, integrated approach to managing wealth.
Matter blends deep technical expertise in investments and wealth planning with innovative ways of developing your human capital along with your financial capital. Our goal is to help you focus on what matters to you (while we handle the details), make informed decisions, and feel confident that your family is well prepared for the path ahead.
Matter is your family’s executive team.
When we start our work together, we’ll help your family achieve a deeper understanding of your whole financial landscape and align on a vision and shared values around wealth.
Then, we’ll build a family strategic plan that will enable you to reach your goals, in the short and long term.
Your Matter team will work with you to execute your plan, evolving and refining it along the way.