Matt is an internationally recognized practitioner, thought leader, and speaker on the issues facing financially successful families. Matt works with some of the most prominent families in the world as they seek to realize the full promise of intergenerational wealth in their individual and collective lives.
With a career that spans 34 years as a minister, estate planning attorney, family advisor, facilitator, and consultant, he helps families, family offices, and family advisors address the complex issues of enterprise, legacy wealth, and collective philanthropy.
His work with families is grounded in applied theory, proven models, and innovative approaches all designed to effect rapid and sustained cultural change. Matt helps families break through the assumptions that bind individual and group effectiveness and works with families to design and implement approaches that enhance family dynamics, decision-making, learning, and performance. His goal is to empower individuals and families by developing the capacities and capabilities they need to address today’s problems and meet the challenge of tomorrow.
“The future is already here, it is just not evenly distributed.” ~William Gibson
Matt has worked with family offices that range in size and stage of development from founder’s offices to large family offices serving multiple generations. He brings to his work a keen understanding of the central mission of a family office – to serve the well-being of the family – and the myriad challenges that cause offices to lose focus and alignment in ways that challenge consistent execution. His wide experience allows him to work with executive teams in family offices to help them move toward becoming world class.
Matt’s unique experience guiding a team within a financial services firm that fundamentally altered the way many of the advisors in that firm served clients and differentiated themselves in the market through the proven application of tools and strategies is unparalleled. This work accounted for substantial growth and enduring retention that would not have happened but for this contribution.
Matt holds a JD from Stanford University and M.Div. from Fuller Theological Seminary. He lives on an island near Seattle with his wife, Marcia. They have two grown children and three grandchildren. He is an avid reader and hiker. Other interests include film, poetry, cooking, and meditation.