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.

Contact

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.

Structure

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.

External links

https://www.matterfamilyoffice.com

In the media

Simple solutions for complex times.

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