Matthew Grupp Email & Phone Number

Jackson, Wyoming, Us

We represent individuals and fiduciaries in the full range of Comprehensive and Integrated Wealth Strategies, to include Asset Protection, Estate Planning, Elder Law, Fiduciary Services, Tax, Probate, Business Exit Planning, and Single Family Private Trust Company Administration matters. We have extensive experience representing individuals with substantial net worth, including entrepreneurs, corporate executives and families with inherited wealth.

We enable families to flourish by providing multi-family office services and technology infrastructure (Entole) to support Family Enterprises. We provide our team with advancement opportunities to fulfill their unique abilities and achieve their personal financial goals. We generate a superior rate of return for value delivered.

We help families and business owners whose success has brought a bit more complexity into their lives than most other families. We do this through a process of collaboration with family members and their trusted Professional Advisors (e.g., Legal, Investment & Accounting Professional Advisors) to design and administer Comprehensive and Integrated Wealth Strategies and Family Governance programs to preserve, protect, and promote family legacies for family members and to promote their charities of choice. More simply, we help families achieve their enlightened dreams.Representative services include Private Trust Company Administration; Family Office Services; Wealth Strategies involving multi-disciplinary collaboration to serve families who own Lower Middle Market businesses.

Worldwide, Oo

Matthew was a Senior Manager in the Los Angeles and San Francisco offices of Deloitte & Touche, LLP. While at Deloitte, his practice focused on designing and implementing tax strategies for corporate acquisitions, dispositions, spin-offs, joint ventures, financings, reorganizations & restructurings for many leading Fortune 500 companies and private equity firms. Representative clients included Fidelity National Financial, Dole Food, Washington Mutual, Pacificare Health, Texas Pacific Group, The Geneva Companies, and the Yucaipa Companies.

Arlington, Virginia, Us

Ll.M., Taxation

J.D., Law

Law

B.A., Classical Languages (Greek & Latin) And Philosophy