As families become wealthier they encounter more complex challenges that require
dedicated time and attention – that's what a family office is for.

 

Households that have amassed significant wealth, typically encounter challenges in a broad range of areas that require unbiased advice and objectivity.

Matco understands and addresses the dynamics and complexities involved in serving wealthy families. We have also built an extensive network of professionals to ensure our clients receive independent and unbiased advice for issues that are outside of our expertise ensuring connected strategies and services to meet your family's needs.

Do you need a Family Office? Start with a self-assessment quiz for a free consultation.

 

 

Strategy / Planning

Family Governance and Succession/Estate Planning
Family Business Advisory
Legal and Tax planning
Consolidated Reporting
Philanthropy
Family Generational Education
Overall Risk Management
 

Investment Management

Develop Investment Strategy Relative to Family Objectives
Asset Allocation
Risk Management
Manager Selection and Oversight
 

Execution

Consolidated Reporting
Reviews with other Advisors
Family Meetings
Set and Manage Family Objectives and Goals
 

 

 

 

Do you need a family office?

If you have $5 million+ of investable assets and you want to maximize your family enterprise, either currently or in the future, we should schedule a meeting to discuss. We will complete a complimentary independent and unbiased analysis.

Take the self-assessment quiz  Contact Us 

Examples of situations and challenges that will benefit from Matco's expertise:

 

MATCO Family Office Service
MATCO Group Retirement Planning
MATCO Wealth Planning

Jason Vincent, TEP, PFP
President & Chief Operating Officer

Contact   Profile   403-539-5742