Matter Family Office is a registered investment advisor founded in 1990 with offices in Missouri, Texas, and Colorado. The firm provides comprehensive wealth management and family office services, including investment management, wealth planning and coordination, and family culture and learning. Matter Family Office serves high-net-worth families across generations, acting as a Chief Investment Officer and Chief Financial Officer. The firm uses an open-architecture approach and collaborates with Asset Consulting Group for institutional research and manager due diligence. Investment strategies emphasize capital preservation, global diversification, and low volatility, spanning traditional asset classes like stocks and bonds as well as private equity, real estate, and alternative investments.
Fee Structure
Matter Family Office negotiates fixed annual fees with each family client based on the scope of work and value provided. When preferred, the firm may charge a fee based on a percentage of the value of your portfolio or a combination of a fixed fee and a percentage-based fee. For clients receiving only investment advisory services, Matter Family Office typically charges an ongoing fee based on a percentage of your portfolio, billed quarterly.