The UHNW Institute Welcomes Matter Family Office as Premier Educational Partner

We are thrilled to announce Matter Family Office as our first Premier Educational Partner. We are excited to collaborate with Matter Family Office and continue our commitment to providing comprehensive insights and resources to the UHNW community.

As an independent, multi-family office, Matter Family Office is dedicated to helping families and teams thrive across generations. Matter takes an integrated, holistic approach to managing wealth, collaborating with families to create and implement strategies that align with their goals and values.

Matter’s expertise encompasses strategic investment management, streamlined wealth planning and human capital development. Their comprehensive approach combines long-term financial strategies with efforts to build family resilience and prepare for generational transitions. This multifaceted methodology ensures tailored solutions that address each family’s unique needs and aspirations.

To learn more about Matter Family Office’s innovative approach to family wealth management, visit their website at matterfamilyoffice.com or connect with them on LinkedIn at linkedin.com/company/matter-family-office. Contact information and more details can be found here.

We invite you to listen to Matter Family Office’s recent podcast episode with FOX, Establishing a Hybrid Family Office to Serve a Multigenerational Family, featuring Matter Family Office Partner Ned Rollhaus and Director of Family Learning Luke Jernagan. Ned and Luke discuss a trend toward what they refer to as “hybrid” family offices – as in a hybrid between a single-family office (SFO) and a multi-family office (MFO).

Ready to explore educational partnership opportunities with The UHNW Institute? Learn more about becoming an educational partner here.