Eve Ellis and Nikolay Djibankov lead The Matterhorn Group at William Blair, a full-service wealth advisory group. Matterhorn’s services are customized to meet the specific needs and goals of its clients, and often executed in collaboration with a full range of William Blair specialists and professionals.
For interested clients, Matterhorn uses capital market investments and philanthropy strategies to align its clients’ investments to their values. The group has developed investment strategies that consider gender equality, diversity, racial justice, and climate change.
Matterhorn is committed to providing clients with the best experiences and the best outcomes.
For individuals and families
- Asset management
- Comprehensive planning
- Intergenerational wealth planning and education
- Philanthropic planning
- Comprehensive reporting
For entrepreneurs
- Pre- and post-liquidity planning
- Income replacement generation
- Business advisory
For nonprofit organizations including schools and colleges
- Mission-aligned endowment asset management
- Institutional active cash management
- Capacity building and fundraising consultation
