Wealth Matters, LLC | Keeping Wealth in Family Hands for Future Generations

With over 25 years experience in the family office landscape, Wealth Matters, LLC leverages this unique experience to provide customized wealth solutions.

The mission of Wealth Matters, LLC is to provide fee only consulting services to ultra high net worth family offices and firms that serve them. We excel at the following:

Exclusive focus on wealthy families and family offices
Cost effective services
Network of experts
Independent and objective guidance

Learn more about our services.

“My passion is closely held businesses & helping families transfer the wealth to future generations.”

Insights

Estate Planning Precepts

Gift early and often. Complete annual exclusion gifting early in the year Take advantage of increases in estate tax exemption each year Utilize lower gift taxes vs estate tax rates Use compounding to your advantage. It's the most powerful investment...... more

Security for the Family Office

Security is a hot topic in the family office world. Security can be thought of in terms of three broad areas: Personal Security Identity Security Data Security Personal security, or physical security, refers to the prevention of crimes against family...... more

Household Help

Among the many duties of a Family Office is the oversight of household help for the families served. In general, there are three common risk management issues faced. These can be summarized as follows: Compliance Liability Security Compliance refers to...... more