R. Matthew Lauer

R. Matthew Lauer works with a select group of very-high-net-worth families, typically founders, executives, and business owners navigating increasing complexity across their financial lives. His work centres on long-term stewardship, sound judgment, and continuity across generations.

With more than a decade of experience in wealth management, Matthew takes a top-down approach to advising families, beginning with their broader financial circumstances before determining how individual strategies and investments should fit within them. He coordinates estate, tax, family governance, philanthropic, and credit considerations, alongside internal specialists and external professionals in accounting, consulting, and law.

As a Portfolio Manager and having his Chartered Investment Manager designation, Matthew exercises discretionary authority over multi-asset portfolios, with responsibility for asset allocation, strategy selection, and ongoing due diligence across public and private markets. His investment philosophy emphasizes diversification, adaptability, and understanding the role each allocation is intended to play within the portfolio as a whole.

Matthew is known for his disciplined and measured approach to decision-making, particularly during periods of uncertainty or transition. He strives to provide families with a consistent perspective across both their investments and their broader financial lives.