Matco Family Office

Protect your future generations

As a very-high-net-worth individual, you face different challenges and opportunities. Through our Family Office Solutions, our specialists can help you plan for your desired lifestyle and manage your family’s dynamics and philanthropy.
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Get support establishing your family's legacy

As the chief advisor to successful families for over 25 years, we have built an extensive network of professionals for issues outside our expertise to help bridge your personal and business finances with tailored strategies at every point in your journey.

Connect your family's big picture

Wealth Planning

Get help pursuing family goals, including generational wealth transfer, in collaboration with your partnered tax and legal professionals.
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Investment Management

Work with your Matco Advisor to develop tailored investment strategies relative to family objectives and build a diverse investment portfolio.
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Family Dynamics and Philanthropy

We help define your family priorities and philanthropic goals, so you and the next generation make a meaningful impact with your wealth.
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Family Business Advisory

Discover how our specialists can help you with challenges that can be limiting the success of your family-owned business.
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WEALTH PLANNING

Disciplined wealth planning for the entire family

Our wealth planning services are designed to provide comprehensive and disciplined strategies that align with your family's unique financial goals. Our suite of solutions are as follows:
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Consolidated Reporting
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Retirement Planning
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Trust and Estate Planning
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Legal & Tax Planning
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Investment Management

An investing experience tailored to your needs

We provide investment strategies aligned with your long-term goals. Our suite of solutions are as follows:
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Risk Assessment
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Proprietary Investments (Matco Portfolios and Mutual Funds)
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Non-proprietary Investments (ETFs and Separately Managed Accounts)
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Open Architecture Strategies
Family Dynamics and Philanthropy

Encourage conversation across generations

We offer a wide range of solutions that foster open dialogue and collaboration among family members. Our suite of solutions are as follows:
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Facilitated Family Meetings
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Philanthropic Strategy Development
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Education and Empowerment
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Family Conflict Guidance
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Family Business Advisory

Meet with our specialists and network partners

Our Family Business Advisory services are designed to address the unique challenges faced by family-owned businesses. Our suite of solutions are as follows:
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Succession Planning
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Governance Structure
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Strategic Growth Consulting
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Business Conflict Guidance

Recent Insights

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Market Insights

The Mast is Up, and the Winds are Gusting

August 21, 2024
Market Insights

Navigating Market Turbulence

August 8, 2024
Quarterly Updates

Q2 2024 - Opportunities Fund Update

July 31, 2024

Ready to start a conversation?

We look forward to speaking with you.

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