- The Multi-Family Office represents a center of influence, trust and stability to help families ensure the preservation, growth and transfer of their financial assets.
- The Multi-Family Office recognizes the importance of a broad range of financial challenges such as investment, tax and estate issues in relation to the overall well-being of the family enterprise.
- Services are integrated and designed to fill gaps with other existing professional advisors providing services to the family such as other investment, legal and accounting professionals.
- The Multi-Family Office Service is structured to provide customized service and confidentiality not available from larger product-driven financial institutions.
Investment Philosophy
- Clients should have access to best-in-class (top ranked) managers in an organized, integrated and consolidated manner.
- Control and manage risk in pursuit of prudently stated objectives and goals.
- Diversify to maintain wealth, concentrate to create wealth.
- Investment mandates should be developed to meet the specific needs of the client (customization)
Investment Management
- Matco Financial Inc. is registered as an Investment Counselor and Portfolio Manager.
- Matco Financial Inc.’s investment foundation is based on a multi-manager platform which includes both proprietary and non-proprietary investment management. This platform enables Matco Financial to provide disciplined best-in-class and customized investment management solutions to our clients.
- Matco Financial Inc. can implement investment portfolios using individual stocks and bonds as well as mutual funds depending on the needs and circumstances of individual clients.
- We have evaluated and assessed numerous investment managers who meet our stringent and rigorous investment requirements. We apply a thorough due diligence process in our manager selection process and continuously monitor and evaluate the selected managers. Our primary key selection criteria include: long-term performance results, investment style, core competency, stability and reputation of the firm, as well as the ownership structure.
From an Investment Perspective Matco Financial Provides:
- Discretionary investment management
- Disciplined process for developing and monitoring your investment strategy
- Integration and administration of multiple investment managers (proprietary and non-proprietary)
- On-going evaluation of managers
- Investment research
Client Benefits:
- Investment counselling
- Superior risk-adjusted returns
- Consolidated reporting
- Access to best-in-class managers
- Customization
- Simplicity
- Cost efficiencies
- Stability
Multi-Family Office Services
| Service | Deliverables | Competency |
| Investment Management |
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| Planning |
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| Trust and Estate Planning |
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| Tax |
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| Consolidated Reporting |
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| Family Minute Book |
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