How do you craft a future that sets the stage for future generations?

Matthias helps with the bigger questions in life.

No two lives are the same. Just as no two Matthias clients have the same needs. Wherever you are and whatever you envision, we’re prepared to help you answer the big questions and take the next step. From figuring out what you want out of life now to establishing generations of success later, we’ll support you every step of the way.

Our Clients

What’s keeping you from calling a new country, “home”?

For most of his life, he called America “home.” But the more time he spent in his career as a bomber pilot, the more of the world he saw. With Europe calling his family, they made the move abroad. He and his family made Germany, and later Italy, their extended homes. With ties still to the United States but now in other countries across Europe, the family needed help to navigate their international holdings. That’s when they called Matthias. Our team was there to walk them through the legal and tax implications of the global economy and living abroad, and ensured their lives and everything they owned were protected and taken care of across borders.

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You’ve done all you set out to do. What’s next?

The couple did everything right. They dreamed big, worked hard and invested in their futures. Now it was time for them to enjoy their next phase of life: retirement. They went on a travel hiatus, exploring the world and loving every second of it. They crossed off adventure after adventure on their bucket list, until one remained — summer boating through the Northwest Passage. But could they really do it? Was the life they built in good enough shape to chase this dream? Who would take care of their day to day expenses and obligations at home? Who could help them purchase their chosen boat from another country? When the couple went to Matthias, they got their answer. With the go-ahead to make the treks back and forth from Alaska — and a clear plan for returning to a comfortable life — the couple went smooth sailing.

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What would you do with a fresh start?

Her family. Her purpose. Her life. It all tipped out of balance. She was getting divorced. And for the first time in years, she was on her own. That’s when she called us. Matthias worked with her to assess and assemble everything she built for herself. With clarity on what was possible in this chapter, she made Israel her new home and focused on her new mission in life. She worked on lifting up her community, dedicating her days to nonprofit work and her calling. For years, Matthias supported her a world away, helping her make any major life decisions, including how to take care of her declining health. Our team managed her 24-hour homecare and oversaw how she wanted to leave her legacy. Matthias was always there for her, at every step, at every stage, even until her last and, now, beyond as stewards of her legacy.

FinishClose the Story

How do you navigate an inheritance when you’re still trying to graduate high school?

Compassion. Direction. Unwavering support. That’s what gets you through the hardest chapter of your life. And that’s what Matthias provided when a teenage girl lost her father, who was also the CEO of the family-founded business. Not only did our team step in to ensure the company remained successful, we also helped set the young girl up for a life of stability and success. She had everything she needed to pursue her passions. Now she’s working in her dream career and has a lifelong sounding board in Matthias to navigate life. Her father would be proud.

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When will you take your dream off the backburner?

He balanced taking care of his patients as a physician and working with his wife to run their nonprofit. But operations were too much to handle on their own. Matthias stepped in to restructure the organization, bringing more stability and more impact to the day-to-day. Since he now had more time on his hands, we asked the man who spent his lifetime caring for others what it is he wanted for himself. Financial security for future generations. Check. Support of his favorite charities. Check. Oh, and one more thing. He’d always dreamed of owning a Ferrari. So, we restructured his retirement account, and — check.

FinishClose the Story

What’s keeping you from calling a new country, “home”?

For most of his life, he called America “home.” But the more time he spent in his career as a bomber pilot, the more of the world he saw. With Europe calling his family, they made the move abroad. He and his family made Germany, and later Italy, their extended homes. With ties still to the United States but now in other countries across Europe, the family needed help to navigate their international holdings. That’s when they called Matthias. Our team was there to walk them through the legal and tax implications of the global economy and living abroad, and ensured their lives and everything they owned were protected and taken care of across borders.

FinishClose the Story

You’ve done all you set out to do. What’s next?

The couple did everything right. They dreamed big, worked hard and invested in their futures. Now it was time for them to enjoy their next phase of life: retirement. They went on a travel hiatus, exploring the world and loving every second of it. They crossed off adventure after adventure on their bucket list, until one remained — summer boating through the Northwest Passage. But could they really do it? Was the life they built in good enough shape to chase this dream? Who would take care of their day to day expenses and obligations at home? Who could help them purchase their chosen boat from another country? When the couple went to Matthias, they got their answer. With the go-ahead to make the treks back and forth from Alaska — and a clear plan for returning to a comfortable life — the couple went smooth sailing.

FinishClose the Story

What would you do with a fresh start?

Her family. Her purpose. Her life. It all tipped out of balance. She was getting divorced. And for the first time in years, she was on her own. That’s when she called us. Matthias worked with her to assess and assemble everything she built for herself. With clarity on what was possible in this chapter, she made Israel her new home and focused on her new mission in life. She worked on lifting up her community, dedicating her days to nonprofit work and her calling. For years, Matthias supported her a world away, helping her make any major life decisions, including how to take care of her declining health. Our team managed her 24-hour homecare and oversaw how she wanted to leave her legacy. Matthias was always there for her, at every step, at every stage, even until her last and, now, beyond as stewards of her legacy.

FinishClose the Story

How do you navigate an inheritance when you’re still trying to graduate high school?

Compassion. Direction. Unwavering support. That’s what gets you through the hardest chapter of your life. And that’s what Matthias provided when a teenage girl lost her father, who was also the CEO of the family-founded business. Not only did our team step in to ensure the company remained successful, we also helped set the young girl up for a life of stability and success. She had everything she needed to pursue her passions. Now she’s working in her dream career and has a lifelong sounding board in Matthias to navigate life. Her father would be proud.

FinishClose the Story

When will you take your dream off the backburner?

He balanced taking care of his patients as a physician and working with his wife to run their nonprofit. But operations were too much to handle on their own. Matthias stepped in to restructure the organization, bringing more stability and more impact to the day-to-day. Since he now had more time on his hands, we asked the man who spent his lifetime caring for others what it is he wanted for himself. Financial security for future generations. Check. Support of his favorite charities. Check. Oh, and one more thing. He’d always dreamed of owning a Ferrari. So, we restructured his retirement account, and — check.

FinishClose the Story