# Family and Money Matters

Family and Money Matters is a Bank / Wealth / Trust based in Coral Gables, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coral Gables, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** familyandmoneymatters.com
- **LinkedIn:** https://www.linkedin.com/company/family-and-money-matters-institute-tm-ifaydi

## Regulatory record

- **CRD number:** 313222
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313222

## About

Family and Money Matters offers financial planning, family governance, and financial education programs for purpose-driven families. They design holistic financial plans for financial independence and success, create family strategic plans for legacy and future generations, and deliver transformational programs for couples, women, children, young adults, financial planners, and social impact investors. Family and Money Matters Institute is 100% dedicated to helping families learn together.

## Sectors

- Families and family businesses

## People

- Elaine King

## Questions

### How does Family and Money Matters charge for its services?

Public records do not disclose the firm's fee schedule. Advisory practices combining financial planning and tax preparation generally use either asset-based fees (a percentage of AUM), flat retainers for planning work, hourly billing for tax projects, or a blended model. The absence of a public ADV makes it difficult to confirm which approach Family and Money Matters employs.

### Does Family and Money Matters have a specialty in cross-border planning?

The firm has not publicly stated a cross-border specialization. However, its Coral Gables base — a market with deep ties to Latin American and Caribbean capital — makes cross-border tax and estate structuring a common competency among advisory firms in that micro-market, even when not explicitly advertised.

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- [Falmouth (Mass.) Town Retirement System](https://altss.com/profile/falmouth-mass-town-retirement-system)
- [Family Asset Management](https://altss.com/profile/family-asset-management)

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Last updated: 2026-08-11T15:06:42.396Z

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