Wealth Advisory

We help select individuals and families achieve their unique investment, business and philanthropic goals

We create wealth solutions for families, entrepreneurs and business owners that are tailored to their unique values, liquidity profile, tolerance for risk and tax situation. Our flexible solutions incorporate traditional and alternative investment strategies that complement family business interests and legacy goals.

Our wealth advisory professionals have a long tenure of advising clients on asset allocation and portfolio implementation. We leverage the vast and complementary resources from across the firm to deliver a differentiated wealth platform to clients that focuses on multigenerational education and advice.

Our Approach

At Matrix Private Capital Group, our client-centric approach leverages human capital and technology to achieve each client’s wealth objectives.

 

Aligned

Our investment process is independent, which means we are only accountable to the families with whom we partner. We deliver advice and solutions, not products, in an educational, straightforward and transparent manner.

Integrated

We employ a flexible approach that delivers the appeal of a small boutique with the industry reach and expertise of a large institution. Our collective team is engaged and focused on creating value for our clients.

Personalized

We partner with a select number of individuals and families—this allows us to be focused and proactive in managing our clients’ wealth. Our hands-on approach is dedicated to keeping our clients involved throughout the process.

Modernized

We utilize a robust technology platform to aggregate data, report on performance and assess portfolio risks. This gives our clients a clear picture of their assets and holds their investment managers accountable. We strive to provide an honest assessment of our performance and progress toward our clients’ goals.