matter family office

Matter Family Office

United States of America

Multi-family Office

  • Employees
  • 51

Matter’s mission is to empower families to make informed decisions about their wealth, create a legacy that spans generations, and achieve their financial goals with confidence. The firm’s commitment to excellence, integrity, and client service has earned it a reputation as a trusted partner for families seeking comprehensive wealth management solutions.

Matter is 100% employee-owned. Their structure provides for a seamless ownership transition to the firm’s future leaders, so they can continue serving families for generations to come. Matter is a multigenerational firm serving families across generations. The firm’s associates’ diverse perspectives, skill sets, and backgrounds strengthen their collective knowledge and approach.


Looking to connect with Matter Family Office? We can help.

Share a bit more with us and we will be in touch shortly.

Lead Generation - Family Offices

About Matter Family Office

With a team of experienced professionals and a deep understanding of the complexities of wealth management, Matter strives to provide personalised and holistic solutions to its clients. The firm is dedicated to building long-term relationships based on trust, transparency, and mutual respect.

  • Management

    Brian J. Fernandez

    Lisa Y. Hauck

    Katherine B. Lintz

    Kirby Ott

    Thierry J. D. Brunel

    David Dankmyer

    Ned Rollhaus

    Courtney Pullen

    Cathleen Crews

    Matthew A. Kuykendall

    Ashley C. Martin

    Marlys J. Raycraft

    Margaux H. Roth

    Kate Awbrey

    Jennifer Z. Disbennett

    Lauren M. F. Hebel

    Luke Jernagan

    Erin McCloskey

    Andrew Sebastian

    Maddie Atherton

What sets Matter Family Office apart

For over 30 years, Matter has been dedicated to assisting families in thriving. The firm is known for its unwavering commitment to helping families invest intentionally, navigating the complexities of wealth, and fostering a culture that prioritises trust, communication, and lasting legacies.

Matter is passionate about working closely with families to provide comprehensive wealth management services, including investment management, financial planning, estate planning, tax planning, and family governance. They take pride in their client-centric approach, tailoring their services to meet the unique needs and goals of each family.

In the media

forbes logo
bloomberg logo
yahoo finance logo
marketwatch logo
ap logo
business insider logo
private wealth magazine