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: