Matter Family Office

Multi Family Office Investment Firm

Matter Family Office is a financial services company specializing in legacy services, wealth planning, and investment management services. Our innovative family office services include investment management, wealth planning and coordination, and family culture and learning. With $3.4 billion assets under management and a 97% client retention rate, we focus on helping families thrive for generations.

Firm Investment Focus

Investment Stages

Late Stage

Focus Areas

Financial Services
Energy & Clean Tech
Recent Activity

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