Matt brings over 20 years of expertise in complex legal structuring for ultra-affluent clients in the U.S. His extensive background includes nearly a decade of teaching substantive estate planning law to attorneys nationwide. Alongside Jonathan Mintz, Matt co-founded Evergreen Legacy Planning, which evolved into the Bespoke Group. Matt is a pioneer in developing comprehensive planning and protection structures, both in the world of cryptocurrency and for visionary entrepreneurs and change-makers across various industries. Much of Matt’s effort is spent helping highly affluent wealth builders embrace the qualitative, human side of planning in addition to the more mechanical and technical elements of legal planning. He believes that someone should only engage in complex planning with “eyes wide open,” and he enjoys the process of helping clients understand the important tradeoffs when considering various strategies and jurisdictions. He seeks to demystify complex strategies so clients can confidently make informed decisions. A man of many interests, Matt spends his free time reading nonfiction books – often memoirs or books on philosophy, economics, geopolitics, and demographics – and pursuing other “right brain” hobbies. Matt is a cyclist, a craft IPA and whiskey connoisseur, and an avid traveler and car enthusiast. His garage is his “Zen Garden” where weekends are spent tinkering on his favorite toys.
Estate Planning, Trust Design, Asset Protection, Business Law
