A Family Office Focused on the Future of Yours.
Who We Are
Founded as a comprehensive, full-service family office, we were originally designed to serve our own family’s diverse wealth management needs. Other high-net-worth families observed the strategic power and convenience of our family office and sought a firm who walks in their shoes. Since we are clients like you, our interests are mutual and our vision is the same – this is our hallmark. From inception, we understood the true value of consolidating skilled professionals and services under one roof where other firms did not. As clients ourselves, we demand investment independence as we invest alongside you. We are an extension of your family, enabling you to accomplish your life goals and championing your legacy.
“We enable clients and families over multiple generations to best utilize their talents and pursue their interests and life’s work. That is our privilege and our legacy.”
– Skip Matthias
Our Family Office For Your Comprehensive Wealth Management
We invest alongside our clients and so our interests are one and the same. We value investment independence and do not accept commissions. Investment choices are driven by needs, not third party dealings. We aren’t bound to specific brokerage firms or managers and so our clients benefit from diverse investment opportunities including private placements. We use sub-advisers to manage individual equities, harnessing the brightest, most capable minds across all asset classes and sectors. Our sub-advisers become part of our collective partnership under our one-roof, enhancing performance, again to our mutual benefit. Life brings change and investment independence keeps your portfolio performing and adaptable.
Enabling Your Growth
Many of our new clients arrive mired in the complexities of their own wealth, unable to recognize the extent of their own personal potential. We cut through the noise to provide a firm financial foundation that ensures your ability to lead a fulfilled life with focus and direction. Enabling you to fully leverage your gifts and talents as you evolve and grow is our mission. To us, you’re a part of the family. We want you to succeed. This is our calling.
A Trusted Partner in Your Legacy
Building, sustaining, and transferring legacy wealth is always a priority. As a trusted partner, we execute your personal, long-term financial strategy and marshal your larger wealth enterprise. Many families experience the “shirtsleeves to shirtsleeves in three generations” phenomenon where wealth is built, held, and quickly lost. This is not our story, nor should it be yours. We have real-life experience to help your family develop a cohesive, grounded plan. We are thorough with our estate planning and intentional about succession. Beyond these formal processes, we know your values, vision, family and the nuances of your personal story. We are your trusted partner in securing your legacy.
“Many of our prospective clients share stories of their constant challenge to integrate their closely held business finances and personal wealth under one roof. Specifically, clients struggle to create synergy between business operations, personal wealth management and protection, real estate, and retirement/estate planning when each of these services is handled by a separate entity. We hear complaints that no one group knew what the other group was doing. At Matthias Private Wealth, we provide a much needed seamlessness for clients who own their own business or who have unique assets. Our clients experience clarity of vision as all aspects of their affairs are coordinated under one roof. This frees our clients to concentrate on the things that are really important in life.”
– Skip Matthias