Matthew Grupp

Matthew's practice focuses on assisting families to achieve their enlightened dreams through Comprehensive and Integrated Wealth Strategies and Family Governance programs.  This focus is brought across several service lines to include fiduciary services, legal, financial, and digital. 

Matthew represents individuals and fiduciaries in the full range of Comprehensive and Integrated Wealth Strategies, to include Asset Protection, Estate Planning, Tax, Probate, Business Exit Planning, and Single Family Private Trust Company Administration matters. He has extensive experience representing individuals with substantial net worth, including entrepreneurs, corporate executives and families with inherited wealth.

Matthew's primary area of experience is in the development of Wealth Strategies to preserve, protect, promote assets and when appropriate to transfer assets to beneficiaries at the lowest tax cost consistent with overall family legacy and charitable objectives. This part of Matthew's practice involves tax advice about the most advantageous use of gifts, life insurance, employee benefits, charitable dispositions, stock options and other forms of asset ownership. He focuses on shifting anticipated future wealth tax-free to beneficiaries and reducing estate tax liabilities on existing wealth.

The strategies he employs include domestic asset protection trusts, single family private trust companies, grantor retained annuity trusts, family limited liability companies, life insurance trusts, family dynasty trusts, charitable split interest trusts and private foundations. Matthew works closely with his clients' other professional advisors in developing coordinated plans addressing his client’s family and business objectives. These objectives often overlap, as in planning for the succession and continuity of corporate control.

In prior years, Matthew was a Senior Manager in the Los Angeles and San Francisco offices of Deloitte & Touche, LLP. While at Deloitte, his practice focused on designing and implementing tax strategies for corporate acquisitions, dispositions, spin-offs, joint ventures, financings, reorganizations & restructurings for many leading Fortune 500 companies and private equity firms. Representative clients included Fidelity National Financial, Dole Food, Washington Mutual, Pacificare Health, Texas Pacific Group, the Geneva Companies, and the Yucaipa Companies.

Matthew earned a B.A. with Dual Majors: Classical Languages (in Greek & Latin) and Philosophy from the University of Montana, a J.D. from the University of Montana School of Law, and an LL.M. (in Taxation) from the New York University School of Law. He is a member of the bars of Idaho, New York and Wyoming. He is also a member of several leading local and national professional organizations. These organizations include WealthCounsel (where he has been honored to present at educational events and invited to collaborate on new product offerings), Laureate Center in Wealth Strategies (where after graduating he continues as an Active Laureate Circle Member), Family Office Exchange, and  the American Bar Association (Tax Section, Real Property, Trust and Estate Section, and Business Law Section).

Matthew P. Grupp is the President of CEO of several affiliated companies, Grupp Organization LLC, Grupp Fiduciary Services LLC, Grupp Financial LLC, Grupp Digital LLC, and The Grupp Law Firm, PLLC.

Matthew and Carole (his High School Sweetheart) are the proud parents of eleven children (7 boys and 4 girls), ranging from 27 down to 4 years of age.

Contact Matthew

Twitter:  http://www.twitter.com/matthewgrupp

LinkedIn:  http://www.linkedin.com/pub/matthew-grupp-esq-ll-m-in-taxation-cm-aa/16/842/545