Matrix Private Capital Group

Matrix Private Capital Group is a diversified asset management firm that offers comprehensive wealth advisory, strategic advisory, and alternative investment solutions to high-net-worth individuals, family offices, and institutions. The firm is headquartered in New York City and has expanded its presence to Chicago, Los Angeles, Newport Beach, and West Palm Beach. Their services include wealth advisory, strategic advisory, and alternative investments, aiming to help clients achieve their unique investment, business, and philanthropic goals.

The firm's investment strategy focuses on providing direct investment opportunities in private equity and alternative investments, seeking to complement traditional investment strategies. They offer strategic advice and business development support to owners, CEOs, and senior management teams, emphasizing a partnership approach to create value across clients' liquid wealth, privately held assets, and closely held businesses.

Matrix Private Capital Group is led by Richard S. Fuld, Jr., the former Chairman and CEO of Lehman Brothers, who guides the firm's strategy and operations. The team comprises professionals with extensive experience in wealth advisory, investment banking, and asset management, working collaboratively to deliver customized solutions for clients. Their philosophy centers on independence, transparency, and accessibility, ensuring objective advice and full visibility into processes and results.