IWP Wealth Management
We help families thrive for generations.
Matter Family Office offers an extensive suite of integrated family office services to support families in wealth management, operations, learning, and project management.
About
Matter Family Office, founded in 1990 and expanded through a merger with IWP in 2025, serves over 140 core client families with a multidisciplinary team offering integrated services including family operations, wealth planning, investment management, family learning & communication, and project management. The firm emphasizes a people-first, collaborative, and excellence-driven culture, supported by private ownership and a commitment to sustainable growth.
Services
Family Operations
Handles essential operations with precision – from bill pay and accounting to tax coordination and financial reporting.
Wealth Planning
Provides insights, information, and expertise to navigate the nuances of your financial world and execute to realize your goals.
Investment Management
Strategizes with you to get the right investments in the right places at the right times – and manages them through all market cycles.
Family Learning & Communication
Guides your family on an intentional path grounded in purpose, shared values, financial literacy, and great communication.
Project Management
Oversees complex projects and transitions across generations, real estate, businesses, and advisors, ensuring alignment and seamless execution.
