Self-assessment questionnaire

Do you need a Family office?

If you have $5 million or more of investable assets – Matco's Family Office suite of advisory and management services are available to you.

For over 25 years, dozens of high net worth families entrust Matco's Family Office with the intricate art of navigating the planning, investment management, execution, and coordination of all advisors.

Your questionnaire answers will help us understand where Matco's Family Office can support you.