Matter Family Office is an innovative brand that offers a range of services designed to help families thrive for generations. With a focus on investment management, wealth planning and coordination, and family culture and learning, Matter Family Office supports successful families in navigating the opportunities and challenges that come with wealth. As a true family office, Matter is dedicated to helping clients achieve their goals and values through comprehensive and actionable family strategic plans.

Their integrated service model ensures that investments are strategically placed and managed through all market cycles. Additionally, Matter provides insights and information to help clients make thoughtful financial decisions, while also assisting in cultivating a strong family culture rooted in shared values and intentional learning. With a remarkable 97% client retention rate and $7 billion net worth under management, Matter Family Office is trusted by families to provide innovative and personalized services that support their long-term success.

Contact the Matter Team today and invest in your family's future