About Me

We help business owners navigate the full arc of a liquidity event, from early exit planning and value creation, through transaction execution, to long-term wealth stewardship after the sale. We work with ultra high net worth families typically with over $10 million in net worth, across industries as varied as healthcare, technology, aerospace, food & beverage, and more.

Our Story

We formed this team because of our shared passion for this business, and a belief that clients deserved more than a simple financial plan. In fact, we wanted to give our clients the one thing they needed the most, but couldn't manufacture on their own.

We wanted to give our clients time.

Time to spend with family, to pursue passions, to grow their business, and to give back to their communities. With this one idea, the Meridian Point Group was formed. We use a proven process that allows busy business owners to take back the time they spent on financial details and use that time for the things that matter.

Securities Agent: ID, SD, WY, KS, AZ, AL, NE, MT, GA, IL, DE, CT, WA, PR, VA, UT, NY, OK, MO, FL, DC, NM, NJ, LA, CO, OH, NC, MI, TX, MD, MA, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 821397
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Matthew Smith is a Financial Advisor and Certified Exit Planning Advisor who works with high net worth families to create and implement strategies that include investment management, estate planning, and cash management.

Matthew was previously a Managing Director at the J.P. Morgan Private Bank where he supervised a team of bankers, associates, and analysts that focused on wealthy individuals who owned and operated their own privately held businesses. From 2014 to 2016, Matthew was Market Manager for J.P. Morgan’s High Net Worth Market in Dallas.

Prior to his role as Market Manager in Dallas, Matthew spent 19 years in Houston. His experience there included roles in the commercial banking units at Wells Fargo and Chase Bank. From 1998 to 2004 he was the Development Director for Tondu Corporation, a privately held holding company involved in power generation, materials science and commodities.

Matthew received a B.S. in Business Administration from Trinity University and an MBA from Southern Methodist University. Recently he has taught at the collegiate level as an Adjunct Professor of Finance at the University of Texas at Dallas and Texas Christian University. Personally, Matthew enjoys spending time outdoors with his wife and four daughters.

Family Office Resources

For clients with combined net worth over $25 million, Morgan Stanley provides many of the same services found in Single Family Offices created by Ultra High Net Worth families.
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    Financial Planning and Investments
    We build and manage an investment strategy designed around your goals, cash needs, and risk comfort, then monitor it and provide clear reporting. This includes thoughtful diversification, tax-aware investing, and careful selection of investment managers and solutions.
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    Tax Strategies
    We coordinate year-round planning to help reduce taxes and avoid surprises. This includes working in tandem with your CPA on estimated payments, trust and estate tax considerations, and advanced planning strategies when appropriate.
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    Wealth & Estate Planning
    We help you protect what you have and establish a legacy by coordinating with your estate attorney and overseeing trust planning and administration. This includes asset protection, family partnership structures, and succession planning for business owners.
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    Private Investments
    Our team helps you access and evaluate private investment opportunities in private equity, venture capital, real estate, and private credit. Our support includes thorough due diligence, co-investment possibilities, and oversight of alternative holdings.
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    Risk Management
    We review your insurance and liability coverage to help protect your family, assets, and lifestyle from unexpected events. This includes property and casualty, umbrella coverage, and life insurance planning and analysis.
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    Exit Planning
    We’re here to help business owners prepare for major transitional events, from early planning through transaction coordination. This includes capital structure, tax-aware exit modeling, and coordination with Morgan Stanley M&A professionals.
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    Bookkeeping and Administration
    We simplify the day-to-day finances by paying bills, organizing reporting, tracking cash flow and net worth, and maintaining accounting records. This also includes secure document storage, consolidated performance reporting, and cybersecurity protections.
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    Lifestyle Advisory
    Lifestyle Advisory is our ultimate selection of lifestyle specialists. They are here to help make important life decisions simpler. From aircraft advisory, luxury travel, higher education consulting, and private health advisory, our group of specialists provides custom guidance to complement your lifestyle.
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    Cash Management and Lending
    Morgan Stanley offers a variety of financial products including cash management, debit cards, Morgan Stanley American Express cards, home loans, securities-based loans and tailored lending solutions. These comprehensive offerings aim to support your cash flow, liquidity and financing objectives.
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    Family Governance and Philanthropy
    Morgan Stanley can help create family mission statements, lead family meetings and facilitate succession plans. In addition, our experts can help identify shared charitable objectives, review trends and current issues, and facilitate your giving journey.
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Location

2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Direct:
(214) 661-7068(214) 661-7068
Ready to start a conversation? Contact Matthew Smith today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)