Wealth-serving Professionals
A grounding presence for wise action amidst the complexity of wealth.
For professionals like family office staff, investment managers, attorneys, trustees, and philanthropic advisors, I offer peer learning, client care advising, and 1:1 coaching.
Peer learning
I convene peer learning cohorts for wealth advisors across the U.S. and beyond.
These groups provide a confidential, safe space to exchange ideas, commiserate, reflect, explore uncertainties and opportunities, and support one another in the meaningful and complex vocation of wealth advising.
I blend a mindfulness-based approach with highly participatory adult learning methods. The result is a co-created experience filled with engaging, relevant, personal, and — at times — transformative conversations.
Each cohort meets once per week for four weeks. Sessions last 90 minutes and have no more than 10 people. The cost is $250 for four sessions. This is a great deal and a light commitment that can make a huge difference in your practice.
My hope in convening these groups is to build a network of trust, support, partnership, and innovation. I believe wealth advisors can be powerful catalysts for transforming wealth into wellbeing by fostering wise action.
Free download
Client care advising
I complement the expertise of longitudinal advisors when their clients face sensitive, emotionally-charged situations. My speciality is helping clients make great decisions in stressful, uncertain times.
My goals are two-fold:
- Help clients find resolution and peace.
- Integrate with the long-term legacy plan stewarded by dedicated advisors.
Engagements are tailored and vary in length. Schedule a confidential, preliminary discussion at matt@matthewrezac.com.
Longitudinal coaching
A longitudinal coaching relationship is an ongoing process of self-awareness, personal growth, strategic and intuitive analysis, and compassionate accountability that together accelerate meaningful change.
Personal and professional growth requires vulnerability and taking risks. It is courageous work.
My coaching approach is dialogical and emphasizes shared learning and curiosity. I am not a “teacher with answers,” but a curious and informed guide who connects the inner life to action. I ask questions, challenge assumptions, provide tools and methods, and learn alongside my clients in every coaching conversation.
An effective coaching relationship is founded upon mutuality and trust. All coaching conversations are completely confidential.
My suite of services
If you seek greater wellbeing amidst wealth, let’s connect. Together we can transform the potential of wealth into a lasting legacy of wellbeing for yourself, your loved ones, your clients, and beyond.
