Episode 64: Luke Jernagan on Building Family Office Services That Go Beyond the Balance Sheet

About this episode

Luke Jernagan discusses the relational aspects of managing multi-generational wealth and the engagement model of Matter Family Office.

Luke Jernagan, Director of Family Learning and Culture at Matter Family Office, joins R. Adam Smith for a conversation about the relational and human dimensions of managing multi-generational wealth. Luke traces his unusual path from Episcopal ministry to family advisory work, and describes how Matter structures its engagement model around communication, shared values, and generational learning — the elements he believes sustain a healthy family enterprise over time. He covers the firm's recent merger with IWP in Denver, the philosophy behind permanent capital ownership, next-gen wealth preparedness, and how families can build a living legacy that outlasts the sale of any single business.00:00 Welcome and host introduction 01:07 Introducing Luke Jernagan and Matter Family Office 02:36 Matter's service model and family office services 04:09 Luke's path from Episcopal ministry to family advisory 07:07 What distinguishes Matter's culture and ownership structure 09:50 Communication as the foundation of family enterprise 12:30 Concentrated wealth and preparing families for a sale 15:09 Next-gen readiness and whole-family education 17:21 Human…

People in this episode

Host: R. Adam Smith

Guest: Luke Jernagan

Topics covered

• family office services
• multi-generational wealth
• communication in family enterprises
• next-gen wealth preparedness
• living legacy
• mergers in family advisory

Keywords

• family office
• wealth management
• communication
• legacy
• next-gen education
• mergers
• family advisory

Mentioned in this episode

Organizations: Matter Family Office, IWP

Places: Denver, St. Louis

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