What Matthias Private Wealth does

Matthias Private Wealth, LLC is a federally SEC-registered, fee-only multi-family office headquartered in Winter Park, Florida, founded in 2017 by Richard "Skip" Matthias, DVM, Esq. as an extension of the Matthias family's own wealth management practice. The firm operates as a fully integrated wealth platform serving high net worth individuals and families, organized around eleven service lines: Investments, Tax Planning, Financial Planning, Legal Services (via the affiliated law firm Matthias & Matthias, PL), Insurance Advisory, Accounting, Financing, Charity/Philanthropy, Health Services navigation, Business Consulting (via affiliated MPW Consulting, LLC), and Succession & Legacy.

The core "product" is a coordinated bundle delivered by a team of approximately eleven specialists with professional credentials spanning CFA, CAIA, CPA, JD, JM/FRP, DVM and MHA. Investment services include active discretionary management of public securities and private placements; tax and accounting services include integrated modeling, bill pay, bookkeeping and full balance sheet reporting; legal services cover estate planning, trust formation, probate, real estate and business transactions through the affiliated law firm. No proprietary technology platform, software product, mobile app, or public API is disclosed — the firm's delivery infrastructure is human-led and process-based.

The revenue model is fee-only and based on assets under management (subscription recurring), with no commissions, kickbacks or product sales. The go-to-market is referral- and relationship-driven, relying on professional network referrals and website case studies rather than mass marketing. The firm draws clients from the U.S. Southeast as well as international families with cross-border holdings (documented work spanning Germany, Italy, and Israel). Ownership is independent and family-held, with the principals' capital invested alongside clients and no external institutional or VC investors disclosed.

Name

Matthias Private Wealth

Legal name

Matthias Private Wealth, LLC

Website

https://matthiaspw.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Matthias Private Wealth is a Winter Park, Florida-based, SEC-registered multi-family office delivering integrated investment, tax, legal, accounting, and succession advisory services to high net worth families across the U.S. and abroad on a fee-only AUM basis.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Lifestyle, Concierge & Personal Services Management (FSAAADAJ)

Keywords

• Wealth management services
• Investment advisory services
• Multi-family office
• Estate planning services
• Tax planning services

Headquarters

HQ city

Winter Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Matthias Private Wealth is a federally registered investment adviser with the SEC. As a fee-only advisory firm, revenue is derived from investment advisory fees, likely based on assets under management (AUM). The firm does not earn commissions on trades or product sales, operating as a fiduciary.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Matthias Private Wealth operates as a full-service multi-family office providing an integrated suite of wealth advisory services to high net worth individuals and families. Core offerings span active investment management of public securities and private placements, proactive tax and financial planning, estate planning and trust services (delivered through its affiliated law firm Matthias & Matthias, PL), insurance advisory, accounting with cash flow modeling and bill pay, financing sourcing, philanthropy and charitable planning, healthcare navigation, business consulting (through MPW Consulting, LLC), and succession and legacy planning. All services are coordinated by a unified client-team approach under one roof to simplify execution across legal, tax, and investment dimensions for clients with complex, multi-generational wealth needs.

Product overview

Matthias Private Wealth operates as a full-service multi-family office offering an integrated suite of wealth management services. The core product is a unified wealth advisory service combining Investments, Tax Planning, Financial Planning, Legal Services, Insurance Advisory, Accounting, Financing, Charity/Philanthropy, Health Services, Business Consulting, and Succession & Legacy services. These offerings are delivered through a team-based approach with client advocates leading specialized experts, supplemented by affiliated entities including Matthias & Matthias, PL (legal services) and MPW Consulting, LLC (business consulting). All services are coordinated under one roof to simplify processes and align support around client goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Investments Active investment management of individual publicly traded securities and private placement offerings, provided by independent advisors not incentivized by trades or commissions. Delivered to high net worth clients seeking exposure to complex investment vehicles.
• Tax Planning Proactive, integrated tax strategies tailored to each client, including estate planning models, trust taxation, charitable gifting methods, transactional structures, and international asset disclosures. Designed for high net worth families with complex tax situations.
• Financial Planning Financial planning service that simplifies complex, uniquely held assets such as trusts, closely held businesses, stock options, private placements, and real estate holdings to help clients achieve lifetime objectives and legacy goals.
• Legal Services Legal services covering estate planning, trust formation and administration, probate, tax, real estate, and business formation, delivered through the affiliated law firm Matthias & Matthias, PL with almost 50 years of expertise. Integrated with MPW's wealth advisory under one roof.
• Insurance Advisory Independent insurance needs review covering life insurance, healthcare coverage, asset protection plans, and business owner policies, delivered without selling insurance products. Independent advice for high net worth clients assessing insurance adequacy.
• Accounting Accounting service that provides unique cash flow modeling, predictive data, bill pay, bookkeeping, and full balance sheet reporting for proactive liquidity management. Supports high net worth clients with complex financial reporting needs.
• Financing Financing advisory that leverages traditional banking and private capital relationships to craft solutions for retail, commercial, and other lending needs, grounded in a full balance sheet understanding of each client.
• Charity and Philanthropy Planning Charitable planning service that develops plans with meaningful, enduring impact while handling tax, accounting, legal, and corporate governance considerations. Designed for high net worth families seeking structured philanthropy.
• Health Services Navigation Healthcare navigation service that helps clients and families manage complex medical systems and healthcare industry relationships, particularly during difficult health events. Integrated with the broader wealth advisory relationship.
• Business Consulting Business consulting service providing advisory support for entrepreneurship and family business management across startup, growth, and exit stages, delivered through affiliated MPW Consulting, LLC.
• Succession and Legacy Planning Succession and legacy advisory that assists clients in articulating core values for future generations and identifying the best means for leaving marks through family succession, philanthropy, or other avenues.

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Matthias & Matthias, PLcoreStrategic or Co-development PartnerAffiliated law firm with almost 50 years of expertise in estate planning, trust formation & administration, probate, tax, real estate, business formation and transactions. This strategic partnership provides integrated legal services to MPW clients without external referral, ensuring coordinated advice across all wealth management disciplines.
• First American Bank of ChicagominorOthersRichard 'Skip' Matthias serves on the Board of Directors and serves on the trust, audit, compensation committees and formerly on the charitable trust committee.
• Arsenal III, L.P.minorOthersRichard 'Skip' Matthias serves on the Advisory Committee for this private equity fund.
• Space Machine & Engineering, Inc.minorOthersRichard 'Skip' Matthias serves on the Board of Directors.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Bessemer Trust is one of the largest multi-family offices in the U.S., serving HNW and UHNW families with integrated investment, trust, and wealth advisory services. It is the closest large-scale analogue to Matthias Private Wealth's full-service multi-family office model, with a similar emphasis on integrated investment management and multi-generational planning.
• Glenmede: Glenmede is a privately held multi-family office and investment manager serving HNW families, endowments, and foundations. Like MPW, it is independent and fee-only, with a focus on integrated wealth advisory, investment management, and trust services for UHNW families.
• GenSpring Family Offices: GenSpring is a multi-family office serving HNW families with integrated wealth management, investment advisory, and family governance services. Its delivery model — coordinated advisors across investments, tax, and estate — closely mirrors MPW's full-service family office value proposition.
• Cresset Capital: Cresset is an independent, family-owned multi-family office serving UHNW families with integrated investment, estate, and lifestyle services. Its family-founder ownership and full-service HNW focus make it a strong conceptual peer to MPW's independent, family-led multi-family office.
• Aspiriant: Aspiriant is an independent, fee-only RIA serving HNW households with integrated investment management, tax, and estate planning services. Like MPW, it operates without product commissions and positions itself on integrated, advice-led wealth management for complex family situations.

Broad incumbents

• Mariner Wealth Advisors: Mariner Wealth Advisors is a large national RIA and multi-family office provider offering investment, tax, estate, and family office services to HNW clients. MPW's Director of Investments previously led research at Mariner Institutional, and Mariner is a logical scaled incumbent benchmark for MPW's integrated advisory model.
• Rockefeller Capital Management: Rockefeller Capital Management is a large wealth manager with private client, investment management, and family office capabilities serving HNW and UHNW households. It represents a much larger scale version of MPW's integrated advisory and family-office positioning.
• Brown Brothers Harriman Wealth Management: Brown Brothers Harriman runs a substantial private banking and wealth management business serving HNW families with integrated investment management and trust services. As an independent, partnership-owned incumbent, it is a structural analogue to MPW's independent, family-owned advisory model.
• Abbot Downing (Wells Fargo): Abbot Downing is Wells Fargo's multi-family office brand serving UHNW families with bespoke investment, wealth planning, and lending services. It competes with MPW in the integrated full-service MFO segment but at significantly larger scale and with bank-affiliated balance sheet.
• CIBC Private Wealth Management: CIBC Private Wealth provides investment advisory, trust, and wealth planning services to UHNW families across the U.S., including cross-border planning. It is a comparable scaled wealth platform for HNW families with international holdings, similar to MPW's demonstrated cross-border clientele.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Matthias Private Wealth