History & Mission

Our Mission

We enable families to flourish by providing professional services and infrastructure to support Family Enterprises.

We provide our team with advancement opportunities to fulfill their unique abilities and achieve their personal financial goals.

We generate a superior rate of return for value delivered.

 

Our History

In 1997 Matthew Grupp started his career as a tax attorney in the Los Angeles and then San Francisco offices of Deloitte with a focus on Mergers & Acquisitions for many private equity and Fortune 100 clients. Later, in 2005 Matthew established a trust and estate practice in Idaho with the singular intent to put families first and to help families flourish. Behind the practice at Grupp Organization were the values that have not changed since: providing full transparency, doing what is best for the family and individual, and upholding integrity in all processes and actions. As the team at Grupp Organization earned their clients' trust through exceptional client experiences, families began asking for broader services. Consequently, Grupp Organization evolved to emphasize trust structures. The leadership team recognized the important strategic role of Wyoming in the formation of Private Family Trust Companies and trusts, and moved the Organization to Jackson, Wyoming. Grupp Organization has now evolved into a full service organization that also provides outsource options for high net worth and ultra high net worth families  while keeping its focus on helping families flourish.

 

Affiliated Companies

Grupp Law Firm

Since 2005, The Grupp Law Firm LLC has provided our clients and their families with the utmost protection and privacy to accomplish their comprehensive financial, business, trust, and estate planning wishes. We are a family-focused practice that specifically caters to the Family Wealth Industry serving ultra-affluent families that require sophisticated planning. Click here for more information.

Grupp Fiduciary Services Logo

Grupp Fiduciary Services LLC provides Private Family Trust Company ("PFTC") administrative services and Family Office services. We are equipped to work with families that are just now embarking on this journey, as well as those who have already established legal counsel and Family Office teams and are simply looking to plug gaps in their current service model – we are built for collaboration. Click here for more information. Click here for more information.