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RetireesPre-RetireesTax PlanningHigh Net WorthBusiness Owners / Self Employed

Matthew Higbie, CFA®, CFP®, TPCP®

Birchwood Capital
Price Range: $24,000 annually ($3M asset minimum)

We assist high-net-worth families in managing their wealth.

Over the years that we’ve been helping families, we’ve experienced strikingly similar questions and concerns of wealthy families:

  • How much do we give our children so that the money doesn’t undermine their motivation, well-being, or self-esteem?
  • How can we live a life of purpose and meaning?
  • How might we minimize the risk and divisiveness that money can bring to family unity?
  • How can we steward our resources, finding the balance between personal enjoyment and sharing?

We work with families with assets typically between $5 - 25 million who are looking for the highest level of thinking, planning, and execution. For clients with assets beyond these thresholds, we serve them through our multi-family office.

Not all “flat fee advisors” are interchangeable. It’s the difference between seeing a general physician and going to a specialist who deals with your exact situation every day. When the decisions are meaningful, the expertise behind them matters more. At your level, a single good decision, or avoided mistake, can be worth hundreds of thousands, sometimes millions.

Given my portfolio management experience at world class hedge funds, I can uniquely provide insight into market developments which is particularly valuable to clients during periods of market volatility. Additionally, I help clients with concentrated single stock positions assess risk and potential reward using detailed fundamental analysis to inform decisions regarding monetization and portfolio diversification.

During my time in investment banking, I advised corporate management teams on large M&A transactions, capital raises and distressed/failed bank acquisitions. I enjoy leveraging this experience to help wealthy clients assess unique investment opportunities (private companies, alternative funds, commercial real estate) that come their way with a focus on deal valuation and fund structure relative to more liquid assets.

To learn more, check out birchwoodcapital.com or reach out using the "Send Email" link above.

Media & Guest Appearances:

Certifications

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Tax Planning Certified Proessional (TPCP)

Memberships

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • CFA Society of Atlanta