Throughout all of history up to the present day, men of power, wealth, and esteem, whether they be kings, emperors, or presidents, have called upon trusted advisers to help guide them both in daily and important decisions in the running of their assets. Well, they say that history repeats itself, and the call for advisors is no different today. What has changed is our ability to specialize in particular fields and to create teams of advisors for particular areas such as finance.
”Happiness arises in a state of peace, not of tumult" (Ann Radcliffe). As a registered financial advisory firm, our mission is to bring this peace and consequent happiness to each one of our clients by providing the highest level of unbiased and independent investment advisory services tailored to the specific needs of each individual client. At Grupp Organization, we have worked with a wide range of clients and firmly believe that no two people are the same. Consequently, we strive to create services around the individual needs, wants, goals, and timetables of each client. With the mandate of every good financial advisor fresh in our minds- to deliver better risk-adjusted returns - we have formed a devoted team and an array of tools with which to accomplish this. Pin-pointing your personalized goals may be just the first step in the process,but none the less just as important as the others. That is why we hand-pick our team to be knowledgeable, ethical, and empathetic while serving as a sounding board for new ideas and approaches.
Additionally, we ensure that our team remains up-to-date and knowledgeable through corporate training and conferences. This enables them to effectively and coherently provide information in an understandable way, so that clients can make informed decisions based on these assessments. This also provides you with the ability to receive objective financial advice and investment planning strategies that are aligned with your goals.
If cleanliness is next to godliness, then timelines must be second in the running. Timely financial reporting and benchmark tracking keep your financial steps organized and on track and are a crucial part of the quality of care we offer to our clients.
We routinely assign a primary financial advisor to each client to ensure that their experience includes availability of services, personal service and attention, and proactive communication with experienced personnel. They will coordinate with your assigned team as well as with any outside experts which you wish to bring into the process. We strive for the highest quality of interactions with staff and the ability to easily connect with your financial advisor. This quality of care and personalized relationship which we form with the clients are part of our stamp of trust with which we hope to mark all of our practices. When our clients entrust us with everything that they hold precious, we do not take that responsibility lightly. Instead, we place them under the fortress of quality care which we have created for our clients through a carefully selected team of experts and rigorously constructed processes and planning.
Security and privacy is an area which we tend to with the strictest of care. In Greek mythology, Cerberus was the formidable guard of the underworld, strong and imposing with the form of a monstrous dog with three heads and snakes on its tail and mane. Our hounds take the form of state of the art security systems and innovative processes, posing just as fierce an enemy to prying eyes and technological attacks. Additionally, our stamp of trust is upheld by the organization and precision with which we manage your affairs. This includes personally retaining all documented information and key information that we prepare for you or others on your behalf available online and the implementation of a rigorous review structure for all processes.
Matthew P. Grupp is the Managing Attorney of The Grupp Organization, LLC. Matthew's practice focuses on assisting families to achieve their enlightened dreams through Comprehensive and Integrated Wealth Strategies and Family Governance programs.
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 and New York. 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, Alliance of Merger & Acquisition Advisors (through whom he is a Certified Merger & Acquisition Advisor), American Bar Association (Tax Section, Real Property, Trust and Estate Section, and Business Law Section), and the Coeur d'Alene Estate Planning Council.
Matthew is also the President & CEO of Grupp Financial, LLC and Grupp Capital, LLC which were formed to collaborate with family members and their trusted legal, tax, and investment advisors to design and administer Comprehensive and Integrated Wealth Strategies and Family Governance programs to preserve, protect, and promote family legacies for family members and to promote their charities of choice.
Matthew and Carole (his High School Sweetheart) are the proud parents of eleven children (7 boys and 4 girls), ranging from 26 down to 3 years of age.
Timothy Grupp is the Private Client Associate at the Grupp Law Firm, LLC. He focuses his expertise to providing for multiple aspects of client servicing from advisor support and service functions, to maintenance, to client or prospect meeting preparation. His additional role as Information Technology (IT) support ensures that the Firm upholds and maintains the greatest standards of security systems and well-organized software management and operations.
Though often operating as the “man behind the curtain,” Timothy focuses his efforts on enhancing the client experience with his precision and experience. As “one of the team” since December of 2011, he applies accumulated knowledge from both experience and careful guidance to evaluate financial information and to respond to information requests. Among many other tasks, Timothy is involved in the everyday life of the Firm through administrative tasks as correspondence, phone coverage, filing, and reporting. Additionally, his interest with special projects in developing sales and marketing presentations make him an invaluable member of the team.
In the words of Mario Puzo, “The strength of a family, like the strength of an army, lies in its loyalty to each other.” As second Eldest Son to President and CEO of Grupp Law, LLC Mathew Grupp, Timothy upholds the value family ties and the loyalty and security proper to them. He hopes to bring both his experience and personal touch to procuring of comprehensive client care.
Michael Estrada is our Private Client Manager and he is a Certified Trust & Financial Advisor. As such, Michael is the primary contact person for many of our clients within our Estate Planning practice. Michael works directly with our clients and attorneys to ensure that our clients' concerns are addressed, firm resources and third parties are coordinated, our Team Members are fulfilling our commitments, and our clients' aspirations are fully realized.
Michael earned a Bachelor of Science degree in Human Services from California State University, Fullerton, in 1995, and a Master of Arts in Counseling from Franciscan University of Steubenville, in 1998. Michael worked as a Supervising Children's Social Worker for Los Angeles County, where he supervised six individuals in the Department of Children and Family Services.
Michael directs and supervises our Private Client Services. Michael’s education and his experience in counseling, as a supervisor in government service, and in serving as a court officer in the Los Angeles Superior Court, make him uniquely qualified to serve with both direct client and administrative responsibilities.
Michael is a dedicated husband and father of five children.