TMG Family Office

The Mather Group (TMG) was founded in 2011 by Stewart Mather, who left Morgan Stanley specifically to build a fee-only, fiduciary alternative to commission-driven wealth management. That origin shapes everything: TMG operates on a transparent fee structure with no commissions and no hidden costs, positioning itself as a full-service financial partner for individuals, families, and those seeking generational wealth management through its dedicated division, Legacy at TMG.

TMG's service model integrates four disciplines under one roof rather than referencing clients to separate specialists:

• Financial planning covering retirement, debt management, and cash flow
• Investment management using low-cost, risk-based portfolio models with annual reviews
• Tax strategy delivered by in-house CPAs, including stock option optimization, tax-loss harvesting, and benefits optimization
• Estate planning developed in collaboration with estate planning attorneys, covering wills, trusts, power of attorney, and asset protection

With $14 billion in AUM/AUA, 75 advisors, and 12 locations across the United States, TMG operates at a scale that supports institutional-quality processes while maintaining a single point of contact model for clients. For family office contexts, the Legacy at TMG division addresses multigenerational wealth, and the contact intake form explicitly lists asset ranges up to $100 million and above, with family office services as a distinct inquiry option. Pricing is not publicly disclosed beyond the fee-only structure, which requires direct engagement to determine specific costs. Buyers seeking alternatives to commission-based advisors or fragmented multi-provider relationships will find TMG's integrated model worth evaluating, though those requiring deep private markets or alternative asset expertise should verify coverage before committing.

• Integrated financial planning for retirement and life transitions
• Investment portfolio construction and ongoing management
• Tax strategy, preparation, and compliance by in-house CPAs
• Estate planning and legacy structuring in collaboration with attorneys
• Multigenerational wealth management through Legacy at TMG
• Expatriate financial planning and cross-border tax guidance

• Seven risk-based investment portfolio models
• In-house CPA and tax professional team
• Stock option optimization and tax-loss harvesting
• TMG Retirement Roadmap proprietary five-step methodology
• Free investment audit and hidden fee identification
• Single point of contact with access to specialized advisor team
• Estate planning with wills, trusts, and power of attorney
• Expatriate financial planning services
• Women Forward at TMG dedicated advisory service
• Annual portfolio and financial plan reviews

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).

Phone, email, in-person meetings at 12+ nationwide offices, dedicated advisor team with single point of contact