Cultivating prosperity based on your unique values and vision.
Navigating the complexities of wealth to grow and adapt with your family’s evolving needs.
Legacy at TMG is designed for ultra-high-net-worth individuals and families; managing investments, estate, gift and philanthropic planning, tax planning and preparation, next-gen financial literacy and more in one cohesive strategy that builds and amplifies your legacy.
As your fiduciary, TMG provides support you can trust. Whether you need specific services or a fully integrated plan, we tailor our approach to ensure every aspect of your family’s wealth management experience aligns seamlessly.
Wealth transfer planning
Oversee your entire estate planning journey, from a review of existing strategies to implementing new ones.
Investment advisory services
Portfolios tailored to your family’s needs, designed to preserve and grow your wealth across generations.
Tax advisory and compliance
Proactive, personalized tax planning and preparation to maximize efficiency and reduce liabilities.
Family governance
Preserve wealth and values for future generations by fostering collaboration, transparency, and alignment.
Philanthropic planning
Expertly tailored to maximize tax benefits, create impactful gifts, and support causes that matter to you.
Insurance planning
Protect family assets and manage liabilities in seamless partnership with trusted third-party providers.
Concierge services
Personalized, high-touch services including travel, security, education, administration and more.
You don’t get one advisor. You get The Mather Group.
At the heart of our family office is our skilled team, all experts in their specific fields, working collaboratively on every facet of your family’s financial journey. From navigating complex landscapes to addressing personal concerns, we tailor our strategic counsel to your unique circumstances, ensuring your family’s wealth is handled with the care and attention it deserves.
Your priorities and goals may change—our approach will too.
Shifting market conditions
Markets can be unpredictable, but your wealth strategy shouldn’t be. We help you stay ahead of shifts and focus on what matters most.
Generational transitions
Whether preparing for succession or re-aligning your estate plan, our expertise ensures your family’s legacy is carried forward with care and precision.
Changing philanthropy goals
Our tailored approach ensures that your legacy of giving not only reflects your family's current mission but also adapts as your values and goals evolve.
TMG difference
Your why powers your future.
You deserve more than just money management. Your financial strategy should be grounded in your purpose and values. That’s why we start by finding a why that reflects you and your family. We create space for you to define a shared vision, then design a plan to build a legacy that lasts for generations. That’s why-powered family wealth management.
You deserve more than just money management. Your financial strategy should be grounded in your purpose and values. That’s why we start by finding a why that reflects you and your family. We create space for you to define a shared vision, then design a plan to build a legacy that lasts for generations. That’s why-powered family wealth management.
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