The Mather Group

The Mather Group

The Mather Group was established by Kelly Mather, a former financial advisor who identified a gap in coordinated family office services for wealthy families. The firm targets clients with complex financial lives, offering bundled tax preparation, estate planning, and investment management. Its Chicago base supports a primarily US clientele, with no publicly disclosed international offices. The firm's strategy combines traditional wealth management with in-house tax and estate services. It does not run venture or private equity funds, instead focusing on direct financial planning and portfolio construction using public securities and managed accounts. The Mather Group avoids concentrated sector bets, favoring diversified allocations across equities, fixed income, and alternative assets as needed per client goals. While the firm does not disclose AUM or team size publicly, its structured multi-family office model is built for scalability. The Mather Group has not publicly reported a recent fund launch or major capital deployment event. Its operations remain concentrated on client service delivery rather than institutional asset gathering. The Mather Group differentiates by bundling tax and estate planning directly into its wealth management offering. This integrated fiduciary model provides a single point of accountability for family office clients, reducing the need for separate external advisors. The firm's structure reflects a shift toward holistic service in the lower-to-mid multi-family office segment.