Our curated network of institutional partners empowers the families and founders we serve with best-in-class technology, tools, and insights.

Dynasty’s fully customizable technology platform gives Matriarch end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with thepremier portfolio managers, research firms and other providers allow us deliverobjectivity, transparencyand trust.

Matriarch does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc. Schwab’s size, experience, financial strength, and its range of outstanding services make it a compelling choice to safeguard your funds. With more than $2 trillion in client assets, Schwab is the market leader in custodial, operational, and trading support to professional wealth management firms like ours. Through its subsidiary, Charles Schwab Bank, an FDIC-insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link, and more.

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. It features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations, and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $2 trillion of assets on the Addepar platform.

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors, including structured notes, buffered ETFs, and annuities.

eMoney provides a comprehensive financial planning platform that allows clients to view their entire financial picture in one secure place. Through real-time data aggregation, goal tracking, and advanced cash-flow modeling, we leverage eMoney to deliver clarity, transparency, and collaborative planning across every stage of your wealth journey.

RSM is a leading provider of audit, tax, and consulting services to middle-market businesses and family offices. Many of our clients rely on RSM for their tax and family office needs, and we work side by side with their advisors to integrate investment strategy, tax planning, and family office structuring — helping clients build institutional-grade infrastructure and governance for their families and enterprises.