About Us
We started Matriarch because we got tired of watching families squabble over money while their parents' wishes got lost in paperwork. Here's the thing: wealth preservation isn't about hoarding. It's about love. It's about making sure your kids inherit what you actually wanted them to have, not what the tax code decided to take. We work with 34 families right now—each one different, each one complicated in their own way. And that's exactly what we're built for. Not some cookie-cutter approach. We sit down with you, listen hard, and build a strategy that sounds like something you'd actually want your family to follow.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Story
Matriarch Estate Planning started in 2019 when our founder noticed something troubling: too many wealthy families were making decisions in a vacuum. No real conversation. No actual strategy. Just reactive moves when crisis hit. We built this firm on a different model entirely. Over five years, we've worked through some genuinely messy situations—divorces, blended families, sudden health crises, business transitions. That experience shaped everything we do now. We don't just create documents. We anticipate what could go wrong and fix it before it does.
Our Core Values
The principles that guide everything we do
Radical Honesty
We tell you what you need to hear, not what you want to hear. If a strategy won't work, we say so. And we explain why in plain English—no financial jargon hiding behind complicated words.
Family First (Always)
Your family relationships matter more than your portfolio size. Every recommendation we make gets stress-tested against this question: Will this strengthen or strain family bonds? If the answer is 'strain,' we pivot.
Long-Game Thinking
We're obsessed with what happens in 20, 30, even 50 years. Taxes change. Laws shift. Families grow. Your plan needs to breathe and adapt while protecting your core values.
Intellectual Rigor
Complicated problems need sharp thinking. We stay current on tax law, investment strategy, and regulatory changes. No shortcuts. No guessing. Every decision rests on solid analysis.
Our Mission
Help families protect, grow, and pass down their wealth with intention and peace of mind. We believe your hard-earned assets should reflect your values—not government tables or outdated trust language. Every plan we create is personal, strategic, and built to last generations.
Our Vision
A world where family wealth transfers happen cleanly, intelligently, and without drama. Where parents sleep at night knowing their legacy is secure. Where siblings don't fight over inheritance. That's the Matriarch difference—we're building that world one plan at a time.
Meet Our Team
The people behind Matriarch Estate Planning
Sofia Cardoso
Founder & Lead Strategist
Spent 18 years in private wealth management before realizing most families deserved better. Sofia specializes in multi-generational planning for business owners and high-net-worth individuals. She knows the law cold.
Marco Reis
Estate Planning Attorney
Drafted over 200 trusts and wills. Marco catches what others miss—the tiny details that either destroy or protect entire estates. He's meticulous to the point of obsession, which is exactly what you want.
Joana Silva
Family Wealth Coordinator
Joana actually talks to families—listens, asks the hard questions, translates legal strategy into human language. She's the bridge between your values and your documents. Clients return her calls before they call Sofia.
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.