Educational Partners
2024 Educational Partners
Podcast – Establishing a Hybrid Family Office to Serve a Multigenerational Family
Description:
Family Office Exchange (FOX) CEO Peter Moustakerski sat down with Matter Family Office Partner Ned Rollhaus and Director of Family Learning Luke Jernagan. Ned sees himself as a thought partner, coach, and facilitator for families at every stage of their wealth journey. Luke works with families to strengthen their relationships, communicate effectively, and identify what matters most to them.
Ned and Luke have seen an emerging 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). They share their definition of a hybrid family office, describe how this emerging model works, and go over the benefits of a hybrid family office. They also offer suggestions and recommendations for family office executives who may have to evaluate this hybrid family office model, select the external MFO partners, and determine what services should be provided on which side of the hybrid divide, as well as what role they should play as family office executives in this model.Matter Family Office is an independent, multi-family office committed to helping families and teams thrive across generations. We are passionate about working with families to invest intentionally, make great decisions, simplify the complexities of wealth, cultivate a culture that fosters trust, communication, and create lasting legacies.
Matter takes an integrated, holistic approach to managing wealth. We collaborate with families to create and implement strategies that realize their goals and align with their values. We blend deep technical expertise in investments and financial planning with innovative ways of developing human capital along with growing financial capital.
Matter serves as families’ thought partner, trusted advisor, and executive team.
As a family’s Chief Investment Officer, we are long-term investors focused on assets with great potential to achieve families’ objectives. We analyze current holdings, examine unique opportunities and requirements, and create investment policies that align with a family’s vision, values, and wealth goals. Matter’s broad investment team is structured to find investment solutions without conflict or constraints. We select and manage investments strategically and intentionally with a focus on asset allocation and asset location.
As a family’s Chief Financial Officer, Matter believes wealth planning should be a seamless, efficient, and positive experience for families. We streamline families’ financial worlds through our technical expertise, organization, coordination, and help build and activate a family strategic plan. We collaborate with other advisors to be sure everyone is informed, involved, and on the same page—and we make sure the family’s values drive all the work we do together.
As a family’s Chief Learning Officer, Matter believes human capital is the most valuable family asset. Matter guides families on a journey of learning and growing together that enables them to build resilience, weather transitions of all kinds, and prepare for the path ahead. Our work together fosters clarity and trust across generations. This approach supports thoughtful inheritance and succession planning, so families flourish along with their wealth.
