Matter Family Office is an independent, multi-family office committed to helping families and teams thrive across generations. We are passionate about working with families to invest intentionally, make great decisions, simplify the complexities of wealth, cultivate a culture that fosters trust, communication, and create lasting legacies.
Matter takes an integrated, holistic approach to managing wealth. We collaborate with families to create and implement strategies that realize their goals and align with their values. We blend deep technical expertise in investments and financial planning with innovative ways of developing human capital along with growing financial capital.
Matter serves as families’ thought partner, trusted advisor, and executive team.
As a family’s Chief Investment Officer, we are long-term investors focused on assets with great potential to achieve families’ objectives. We analyze current holdings, examine unique opportunities and requirements, and create investment policies that align with a family’s vision, values, and wealth goals. Matter’s broad investment team is structured to find investment solutions without conflict or constraints. We select and manage investments strategically and intentionally with a focus on asset allocation and asset location.
As a family’s Chief Financial Officer, Matter believes wealth planning should be a seamless, efficient, and positive experience for families. We streamline families’ financial worlds through our technical expertise, organization, coordination, and help build and activate a family strategic plan. We collaborate with other advisors to be sure everyone is informed, involved, and on the same page—and we make sure the family’s values drive all the work we do together.
As a family’s Chief Learning Officer, Matter believes human capital is the most valuable family asset. Matter guides families on a journey of learning and growing together that enables them to build resilience, weather transitions of all kinds, and prepare for the path ahead. Our work together fosters clarity and trust across generations. This approach supports thoughtful inheritance and succession planning, so families flourish along with their wealth.