Matter Family Office

As firms scale and adapt to the changing needs of their clients and the industry, they must decide whether to build in-house capabilities, buy solutions, or partner with outside providers. In Build, Buy, or Partner? a panel of experts share their internal decision-making frameworks that help them to determine the best approach. Panelists will explore practical methods of assessing when outsourcing drives efficiency, when it compromises quality or control, and what considerations are essential to ensure alignment with firm goals. Attendees will leave with clarity on the benefits and limitations of outsourcing, empowering their firms to make informed and strategic decisions.   Speakers: Thierry Brunel, Scott Swanson, CFP®, Danielle Valkner, Mary Claire Allvine For the full agenda and more information about the 2025 Alliance Summit, our exclusive C-suite leader retreat, click here: https://lnkd.in/g5zw9ekt

Private Equity Spotlight In our most recent blog post, our Chief Investment Strategist Thierry Brunel explores how private markets may offer compelling opportunities for investors who can tolerate illiquidity. Discover key market dynamics, including the relationship between public market valuations and the opportunities in secondaries and continuation vehicles. Read more to understand where value creation is happening in today's investment landscape. https://lnkd.in/gP-Nve4B #PrivateEquity #InvestmentStrategy #MarketAnalysis #WealthManagement #FamilyOffice

Family Business Gone Viral Are you as captivated by "Landman" as we are? In our most recent post, Luke Jernagan shares valuable perspectives on how Jerry Jones' cameo and Emmy-worthy monologue in the series highlights the importance of family in business, trust, and shared goals. “I made my mind up a long time ago—I was gonna work with my kids. And they’re involved in everything. They’re involved in my leasing, oil and gas, real estate. And so when I got the Cowboys, I got it so that we could all work together. I thought I was doing it for them. But the one that got the most out of it was me. I just know it’s not gonna be this time, but you’re going to be…laying here sometime in the future, and this room’s gonna be full of your business associates and the people you’ve worked with all your life. And more than likely, your children and family are gonna be there because they’re your children and your family. But you could have ’em there because they’re the people you spent your life with—you worked with, you fell down with, you got up with…That’s the trick, that’s the trick…I’m pretty proud of them Cowboys. I’m pretty proud of the stuff we’ve done in oil and gas. It pales in comparison to how proud I am to have lived my life working with my kids.” -Jerry Jones #FamilyEnterprise #FamilyBusinessSuccession #FamilyCommunication https://lnkd.in/gAGn4Ke5

We're #hiring a new Financial Consultant in St. Louis City County, Missouri. Apply today or share this post with your network.

We're #hiring a new Senior Financial Consultant in St. Louis City County, Missouri. Apply today or share this post with your network.

The Rise of Family Offices We are proud to share that our Chief Investment Strategist, Thierry Brunel, has been featured in today's article on Fortune. Read the article to explore how Matter Family Office and other family offices are growing and evolving to serve generations of ultra-high-net-worth families. #FamilyOffice #InvestmentStrategy #Finance #WealthManagement #MultiGenWealth https://lnkd.in/erGX_TaE

Estate Planning Lessons from the Murdoch Succession Battle Our founder, Katherine Lintz, was recently quoted in Crain Currency discussing the Murdoch succession battle and estate planning for multi-generational wealth. Dive into the article to read Kathy's expert insights on governance and the importance of family communication in family business succession. https://lnkd.in/gCWZjd8r #EstatePlanning #FamilyBusiness #SuccessionPlanning #WealthManagement #MultiGenWealth #FamilyOffice

Stepping into 2025, managing near-term risks while remaining positioned for long-term growth requires an objective and pragmatic lens focused less on possibilities and more on probabilities. In our latest post, our Chief Investment Strategist, Thierry Brunel, gives insights to help investors navigate today's market landscape. https://lnkd.in/gPGirg85 #EconomicOutlook #InvestmentStrategy #MarketAnalysis #WealthManagement #FinancialPlanning #FamilyOffice

We're #hiring a new Senior Financial Consultant in St. Louis City County, Missouri. Apply today or share this post with your network.

We're #hiring a new Senior Financial Consultant in St. Louis City County, Missouri. Apply today or share this post with your network.