Matter Family Office

Matter handles family operations such as bill pay, accounting, tax coordination, and financial reporting with precision.

Matter’s investment strategy focuses on long-term goals, leveraging assets with growth potential.

Matter assists clients at all life stages in navigating family wealth opportunities and complexities.

Matter manages projects for client families to simplify complexity, align generations, and ensure seamless wealth transitions.

Matter explores the distinction between responsible investing and smart investing through research partnerships.

Matter shares insights on family office perspectives, technical expertise, and approaches to helping families thrive.

The term "trade war" rarely elicits any favorable feelings from investors.

Matter fosters fulfilling careers through teamwork, integrity, and a vibrant office culture.

The Family Learning & Communication Lead is a core contributor to Matter's Family Learning & Communication service line and to the firm's long-term vision.

The Managing Director, Head of Business Development builds and leads Matter's organic growth strategy, creating the systems and capabilities that turn relationships with prospective UHNW families and referral sources into clients.

The Regional Managing Director is a senior client and business development leader who manages and grows relationships with Matter families.

Ashley joined Matter in 2018, bringing psychology and counseling education, client service experience, and skills in communication and organization.

Connie supports Matter’s St. Louis office full-time since 2019, applying procurement and business ownership experience to client service and operations.

Justin advises families on wealth management, valuing Matter’s integrated approach, culture, and alignment with clients, with prior experience at Deloitte.

Lauren joined Matter in 2022 after eight years at Mariner Wealth Advisors, specializing in wealth planning, investment management, and financial advisory.

Matter is an independent, fiduciary multi-family office serving families across generations.

Matter serves families nationwide from offices in St. Louis, Denver, and Dallas.

Matter offers family office services including investing, wealth planning, family learning, and project management.