Family Office - Matco Financial

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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:

Consolidated Reporting

Retirement Planning

Trust and Estate Planning

Legal & Tax Planning

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:

Risk Assessment

Proprietary Investments (Matco Portfolios and Mutual Funds)

Non-proprietary Investments (ETFs and Separately Managed Accounts)

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:

Facilitated Family Meetings

Philanthropic Strategy Development

Education and Empowerment

Family Conflict Guidance

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:

Succession Planning

Governance Structure

Strategic Growth Consulting

Business Conflict Guidance

Protect your future generations

Get support establishing your family's legacy