Family Office

Establish your family for generations to come

Securing your family's legacy requires more than just investing money. It requires a plan to address the dynamics and complexities involved in serving wealthy families.

Three generations of men spending time together

Family Office Services

As an investor with $5 million or more of investable assets, we focus on your big picture and help you maximize your family enterprise, either currently or in the future.

How Matco can help establish your family’s legacy

We have been the chief advisor to successful families for over 25 years. 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.

We provide you with future planning to prepare for the sale of your family business
We support the transition to next of kin when your family’s patriarch passes away
We coach your family through complex family dynamics
We educate your family on investment management, tax, and estate planning
We help you create infrastructure in your family enterprise to ensure a high level of performance
We provide you with peace of mind while you focus on travelling and philanthropy

What’s the benefit of a family office?

Research states that 70% of family businesses would like to pass their business to the next generation, but only 30% of all family-owned businesses transition into the second generation.*

Having a family office can ensure a successful transition to the next generation. We guide you through the challenges you face when selling your family business, your family’s patriarch passes away, there are sensitive family dynamics, you require expertise in certain areas, or when you want to focus on philanthropy.

“I have been a client of Matco Financial since their inception and have a high level of confidence in their people and systematic approach to investing. They are experienced, professional, and provide a very personalized approach to managing my portfolio.”

— Michael S. | Client since 2006