Matt Goettelman
Private Wealth Advisor, Goldman Sachs
Advises family offices, foundations, and ultra-high-net-worth families from Goldman Sachs in San Francisco on investment management, estate planning, and multi-generational strategy — typically $100m+ relationships, with a national client book.
- Services
- Investment Oversight, Private Markets Advisory, Estate & Succession, Wealth Structuring, Next-Gen Education
- Focus
- Multi-Asset, Private Equity
- Geography
- North America
- Cities served
- San Francisco
- Client size
- $100m+ typical — UHNW families and family offices
- Based in
- San Francisco, CA
- Firm size
- 20+ advisors
- Languages
- English
Matt is a Private Wealth Advisor in Goldman Sachs' San Francisco office. A West Point graduate originally from Denver, he advises ultra-high-net-worth families in a franchise built around large relationships — average account size is upwards of $100 million, with no retail book. Each advisor typically works with about 25 families.
His team has three advisors, and every relationship has at least two or three of them so there is no single point of failure. They cover portfolio management, cash management, multi-generational wealth planning, and estate planning, and they sit in front of Goldman's family office services: aviation and structured lending, a full-service trust company, and a national rolodex for requests such as fractional private-jet ownership. For many clients they are the first call on anything that touches a dollar sign on the balance sheet.
About half the book is in California, with clients also in New York, Colorado, Florida, Texas, Utah, and Puerto Rico. Matt's team often works with the second and third generation rather than only the patriarch or matriarch — including next-gen conversations and first mortgages — and can tap family-office-only investment opportunities, including sports-franchise equity, that sit outside the standard private wealth menu.
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