Matthew Klein's Linkedin Analytics

Passionately guiding business owners, corporate executives, and family offices through their financial journey. Drawing from a wealth of experience spanning more than two decades as a dynamic entrepreneur and seasoned investor, my track record highlights successful endeavors in building and selling businesses. Backed by extensive expertise in strategic venture investing, I bring a distinctive perspective to wealth planing and multi-family office management. I'm committed to delivering strategic value for clients, encompassing the entirety of their financial journey—from strategic planning and wealth preservation to navigating liquidity and life-changing events.