IWP Family Office
- Company typePrivate
- Founded2005
- HeadquartersDenver, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
IWP Family Office firmographics
Firmographics- Name
- IWP Family Office
- Legal name
- Matter, LLC
- Website
- https://iwpfo.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Acquired
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
IWP Family Office industry classification
Industry- Product category
- Multi-Family Office Services
- akta.pro primary industry
- Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Business & Succession Advisory (FSAAADAL), Next-Gen Education & Family Learning Programs (FSAAADAM)
Keywords
Where IWP Family Office is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
IWP Family Office business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Assets Under Advisement (AUM) Fees: Revenue generated through fees based on assets under advisement. The combined entity manages over $10 billion in assets, serving ultra-high-net-worth families with comprehensive family office services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom family office services for ultra-high-net-worth clients |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
IWP Family Office product offering
Product offeringCore offering
IWP Family Office provides integrated family office services to ultra-high-net-worth families, including Family Operations (bill pay, accounting, tax coordination, financial reporting), Wealth Planning, Investment Management, Family Learning, and Project Management for complex intergenerational transitions. Following its November 2025 merger with Matter Family Office, the combined entity serves over 140 families with more than $10 billion in assets under advisement across three U.S. locations under the Matter brand.
Product overview
IWP Family Office, now operating under the Matter brand following its merger with Matter Family Office in November 2025, is a unified multi-family office platform offering an integrated suite of services. The combined firm serves over 140 ultra-high-net-worth families with more than $10 billion in assets under advisement. The platform consists of five interconnected core services: Family Operations (handling bill pay, accounting, tax coordination, and financial reporting), Wealth Planning (providing financial insights and strategy execution), Investment Management (managing investment portfolios across market cycles), Family Learning (educating families on financial literacy and communication), and Project Management (overseeing complex intergenerational transitions and real estate, business, and advisor transitions). These services are delivered through a dynamic, cost-efficient interdisciplinary platform that supports the entire financial world of each client family.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Operations
Quantifiable outcome
- Serving over 140 ultra-high-net-worth families with comprehensive family office services
Companies that use IWP Family Office
Customer profileSegments1 record
Ideal customer profiles1 record
IWP Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
IWP Family Office partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Matter Family OfficecoreMatter Family Office and IWP Family Office merged in late 2025 to create a unified multi-family office serving over 140 ultra-high-net-worth families with more than $10 billion in assets under advisement. The combined entity operates under the Matter brand, integrating IWP's capabilities with Matter's existing platform to offer expanded investment, administrative, and family-centric services.
- AddeparcoreAddepar provides the technology platform powering IWP Family Office's client portal, enabling portfolio management, reporting, and client communication capabilities for ultra-high-net-worth client accounts.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
IWP Family Office competitors and assessment
Company assessmentBroad incumbents
- Brown Brothers Harriman (Wealth Management): Established private bank and wealth manager providing investment management, trust, and family office capabilities to UHNW families — comparable segment but broader institutional banking footprint.
- Northern Trust Wealth Management: Large incumbent offering wealth management, trust, and family office services as part of a broader asset servicing and banking franchise — overlapping client base but much wider portfolio than a pure-play MFO.
- CIBC National Trust (CIBC Wealth): Major Canadian bank's wealth arm providing multi-family office and UHNW wealth advisory services in the U.S. — broader incumbent with overlapping target clients and integrated offerings.
Direct peers
- Aspiriant: National independent wealth management firm serving UHNW households with integrated financial planning, investment management, and family office-style services.
- Wilmington Trust (MFO and Wealth Advisory): Multi-family office practice serving UHNW families with wealth advisory, investment management, and family office services — closely comparable in client segment and integrated service model.
- Tiedemann Advisors: Independent wealth and multi-family office advisor serving UHNW families and foundations, with a similar fiduciary model, investment management focus, and family-office service breadth.
- Pitcairn: Multi-family office serving UHNW families with investment management, trust, and family office services, including multi-generational planning — directly comparable in scope and target client.
- Bessemer Trust: One of the largest U.S. multi-family offices serving UHNW families with integrated investment management, wealth planning, and family office services — directly comparable to Matter/IWP's five-pillar offering and target client base.
- Cresset: Multi-family office and private investment firm serving UHNW families and individuals with integrated wealth planning, investment management, and family office services.
- Glenmede: Privately held multi-family office and investment manager serving UHNW families, foundations, and endowments with a comparable integrated platform of investment, trust, and family office services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
IWP Family Office social profiles
Digital presenceIWP Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
IWP Family Office leadership team
Management profileNumber of profiles
Profiles3 records
IWP Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IWP Family Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IWP Family Office
What does IWP Family Office do?
IWP Family Office provides integrated family office services to ultra-high-net-worth families, including Family Operations (bill pay, accounting, tax coordination, financial reporting), Wealth Planning, Investment Management, Family Learning, and Project Management for complex intergenerational transitions. Following its November 2025 merger with Matter Family Office, the combined entity serves over 140 families with more than $10 billion in assets under advisement across three U.S. locations under the Matter brand.
Is IWP Family Office a public or private company?
IWP Family Office is a private company. It is classified as private equity controlled and is currently acquired.
When was IWP Family Office founded?
IWP Family Office was founded in 2005. It employs 51 to 100 people.
Where is IWP Family Office based?
IWP Family Office is headquartered in Denver, United States, in the North America region.
How does IWP Family Office make money?
One revenue line is on record: assets Under Advisement (AUM) Fees.
Who are IWP Family Office's main competitors?
Broad incumbents on record are Brown Brothers Harriman (Wealth Management), Northern Trust Wealth Management and CIBC National Trust (CIBC Wealth). Direct peers are Aspiriant, Wilmington Trust (MFO and Wealth Advisory), Tiedemann Advisors, Pitcairn, Bessemer Trust, Cresset and Glenmede.
Does IWP Family Office have an API?
No public API is recorded for IWP Family Office.
What industry is IWP Family Office in?
IWP Family Office's product category is Multi-Family Office Services. Its primary akta.pro industry code is FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family).