Matthias Private Wealth

Matthias Private Wealth is a multi-family office based in Winter Park, Florida. Established in 2017, it delivers comprehensive investment advisory services, including portfolio management, financial planning, estate planning, and charitable planning, as well as tax planning and consulting services and bookkeeping services to individuals, trusts, estates, charitable organizations, corporations, limited liability companies, other business entities, and pension and profit-sharing plans. The assets of the firm are managed by its executive management team.