We are your trusted advisors and strategic thought partners.
For more than 30 years, Matter has been committed to helping families thrive. We are passionate about working with families to invest intentionally, simplify the complexities of wealth, and cultivate a culture that fosters trust, communication, and lasting legacies.
Our firm was built on these core principles:
Matter is a true family office. We support complex families strategically, holistically, and purposefully, and we value working with family members of all ages and financial acumens.
As a fiduciary, our only compensation is the fee we receive to serve your family. We don’t sell products or receive commissions, and our interests always align with yours.
Private & Sustainable Ownership
Matter is 100% employee owned. Our structure provides for a seamless ownership transition to the firm’s future leaders, so we can continue serving your family for generations to come.
We’re a multigenerational firm serving families across generations. Matter associates’ diverse perspectives, skill sets, and backgrounds strengthen our collective knowledge and approach.