Matter Family Office is a true family office based in Dallas, TX, dedicated to helping successful families navigate the complexities of wealth management and achieve their long-term goals. With a net worth under management of $7 billion and a client retention rate of 97%, Matter offers a comprehensive range of innovative family office services, including investment management, wealth planning and coordination, and family culture and learning. Their integrated service model allows them to develop personalized strategic plans that align with each family's unique values and aspirations.
Through strategic investment management, Matter ensures that families make informed decisions and optimize their portfolios across market cycles. They also provide insights and information to help families navigate the complexities of their financial world, while fostering a strong family culture grounded in shared values, intentional learning, and a purpose around wealth. With a focus on sustainable impact investing and thoughtful philanthropy, Matter empowers families to make a positive impact and thrive for generations to come.
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