Their Matter team began by helping the Robinsons align on an overarching purpose for their wealth and creating a Family Strategic Plan to realize their most important goals. 

This included: 

  • Developing a first-rate investment portfolio for their liquid investments, utilizing managers in the public and private space
  • Evaluating stock and other compensation plans from their employers, to give them clarity around their long-term accumulation and diversification strategies
  • Working with them to develop a thoughtful estate plan that incorporated their children and helped minimize future estate taxes
  • Collaborating with their accountant on tax-planning strategies around 401k, profit-sharing plans, LTIPS, and deferred compensation plans

The Robinsons committed to a consistent cadence of family meetings to continue building on their shared vision and wealth goals.

As our relationship with the Robinsons continued, they committed to a consistent cadence of family meetings to continue building on their shared vision and wealth goals. We helped them realize two longtime dreams: building a custom vacation home in the mountains and purchasing a summer seaside residence. We also worked with them to create a philanthropic plan that has enabled Marilee and Mark to meaningfully connect with and support several organizations and causes they care about, both individually and as a couple. 

Matter’s leadership and execution has helped the Robinsons feel confident that their financial world is being managed strategically and purposefully. Perhaps most importantly, it has given them more time to spend together as a family.

The information above is based on actual client situations but names and facts have been altered for privacy purposes.