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Our firm was founded to help successful families seize the opportunities of wealth and avoid the pitfalls. We lead the way on a purpose-driven path that supports your goals and values through our innovative family office services, including investment management, wealth planning and coordination, and family culture and legacy.
Matter has helped successful families thrive for nearly 30 years. Our firm was created to give families the framework to invest intentionally, simplify the complexities of wealth, and cultivate a culture of communication, preparation, and alignment—so they leave legacies that last for generations.
We are a different kind of family office. Matter’s integrated, holistic approach to managing wealth puts families before finances. We help your family align on a vision and shared values, achieve a deeper understanding of your financial landscape, and build smart investment strategies that support your greater goals and family legacy.
Please email [email protected] with any questions. Please note that we do not sponsor applicants for work visas. People matter. Contact Us From the Blog. From the Blog All Articles . Investing – 2/5/2021 The Power of Momentum.
Your Matter team works with your family to assess the needs, risks, and expectations you have for your investment portfolio. We analyze your current holdings, evaluate asset location, examine unique opportunities and constraints, and create an investment strategy that aligns with your family’s vision, values, and wealth goals.
Oct 21, 2020 · Brian J. Fernandez, JD, CPA - Matter Family Office Brian J. Fernandez , JD, CPA Partner, Managing Member Brian has over two decades of experience working in the accounting, legal, Brian Fernandez’s email address is email@example.com . What is Brian Fernandez’s business email …
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