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Matthew Higbie, CFA®, CFP®, TPCP®

Birchwood Capital

Annual fee range: Up to $60,000/year

We are an independent private wealth practice providing deep tax strategy, institutional-quality investment management, and governance guidance for a small cohort of families.

We work with families with assets between $10-25 million who are looking for the highest level of thinking, planning, and execution. For clients with assets beyond these thresholds, we serve them through our multi-family office.

Over the years that we’ve been helping families, we’ve experienced strikingly similar questions and concerns of wealthy families:

  • How much should we give our children so the money doesn’t undermine their motivation, well-being, or self-esteem?
  • How can we live a life of purpose and meaning?
  • How might we minimize the risk and divisiveness that money can bring to family unity?
  • How can we steward our resources, finding the balance between personal enjoyment and sharing?
  • How can we reduce the risk of a lawsuit eliminating our assets?

Not all “flat fee advisors” are interchangeable. It’s the difference between seeing a general physician and going to a specialist who deals with your exact situation every day. When the decisions are meaningful, the expertise behind them matters more. At your level, a single good decision, or avoided mistake, can be worth hundreds of thousands, sometimes millions.

Given my portfolio management experience at world class hedge funds, I can uniquely provide insight into market developments which is particularly valuable to clients during periods of market volatility. Additionally, I help clients with concentrated single stock positions assess risk and potential reward using detailed fundamental analysis to inform decisions regarding monetization and portfolio diversification.

During my time in investment banking, I advised corporate management teams on large M&A transactions, capital raises and distressed/failed bank acquisitions. I enjoy leveraging this experience to help wealthy clients assess unique investment opportunities (private companies, alternative funds, commercial real estate) that come their way with a focus on deal valuation and fund structure relative to more liquid assets.

To learn more, check out birchwoodcapital.com or reach out using the "Send Email" link above.

Birchwood's asset minimum is $10 million.

Media & Guest Appearances:

Certifications

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Tax Planning Certified Proessional (TPCP)

Memberships

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • CFA Society of Atlanta