Matrix Capital Advisors, LLC

Service consolidation means nothing is missed; at Matrix we:

• Inform your other advisors of all activities that might affect their services.
• Provide you a monthly report with a complete view of your net worth, including assets not under Matrix’s advisory.
• Facilitate timely delivery of all tax-related materials to your accountant each quarter.
• Keep your estate planning documents current.
• Maintain a secure database of your important documents, including wills, trusts, insurance policies and more.
• Coordinate regular reviews of insurance coverage.
• Organize your annual exclusion gifts, collect receipts and prepare distribution reports for charitable trusts.
• Provide you with access to our external network of tax, legal, and insurance professionals.