Matter Family Office

Matter Family Office, established in 1990, is an investment advisor offering fully integrated Investment Management, Wealth Planning, and Culture and Learning services to high-net-worth families. The firm emphasizes preservation of capital, global investment opportunities, respected skills, and tax efficiency. With $3.5 billion in client assets managed directly, Matter serves individuals and families, focusing on wealth accumulation and protection. The firm's investment philosophy is based on the endowment model, diversification, and minimizing volatility while maintaining competitive returns. Matter offers discretionary management of investment accounts and engages Asset Consulting Group for research and due diligence. Fees are typically 0.30% to 1.0% of assets under management, with a minimum annual fee of $75,000. The firm does not charge performance-based fees. Clients have the option of granting full, limited, or no discretion over their accounts. Matter Family Office follows a Code of Ethics, ensuring fair and full disclosure, acting in clients' best interests, and maintaining high ethical standards. The firm does not compensate for client referrals and has custody procedures in place to safeguard client funds and securities. Clients receive detailed account reviews, statements, and reports, with the option for online access. Voting of client securities is done based on established guidelines. The firm does not require prepayment of fees or solicitations in advance. There have been no bankruptcy petitions against Matter Family Office.