Wealth Advisory & Family Office

Individual attention.
Institutional leverage.

Comprehensive wealth management — financial planning, investment oversight, legacy architecture, and tax strategy — built around your life, powered by institutional infrastructure.

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What We Do

Wealth management that sees the whole picture.

We coordinate every dimension of your financial life — not as separate deliverables, but as a single, integrated strategy.

Financial Planning

A living plan that evolves with you — cash flow architecture, risk management, retirement modeling, and goal alignment, updated as your life changes, not filed away after a single meeting.

Investment Management

Portfolio construction grounded in Melody Global's institutional research and asset allocation models. Diversified across public and private markets, calibrated to your specific objectives and risk tolerance.

Legacy Planning

Advanced trust design, fiduciary coordination, philanthropic strategy, and next-generation financial education — built around what you want to leave behind, not just what you've accumulated.

Tax Optimization

Proactive tax planning across personal, business, and trust structures. Entity optimization, multi-jurisdictional coordination, and full integration with your CPA and legal team.

We manage the complexity so you can live the life you built.

Why Melody Wealth

What makes this different.

I

Estate and tax strategy, designed together

Most firms hand estate planning and tax work between separate teams — or separate firms entirely. We build them as one integrated strategy, so nothing falls through the cracks and every decision compounds.

II

Institutional research, applied to your portfolio

Melody Global's investment models, research infrastructure, and asset allocation discipline — the same platform that serves institutional mandates — powers the portfolios we build for individual and family clients.

III

Access to private markets and alternatives

Direct access to private equity, private credit, real assets, and co-investment opportunities typically reserved for institutional investors — sourced, diligenced, and structured through our platform.

Multi-Family Office

For families who need more than a portfolio.

Family Office clients receive a full family office infrastructure — one team holding the entire picture across investments, operations, governance, and administration.

Investment Oversight

Institutional asset allocation, alternative investment access, concentrated equity strategy, multi-custodian consolidated reporting, and direct co-investment opportunities.

Tax & Entity Strategy

Proactive planning across personal, business, and trust structures. Entity optimization, multi-jurisdictional coordination, and full integration with your CPA and legal team.

Estate & Legacy Architecture

Advanced trust design, fiduciary coordination, philanthropic strategy, and next-generation financial education — built around what you want to leave behind.

Family Office Administration

Consolidated balance sheet reporting, cash flow and bill pay management, multi-advisor orchestration, insurance gap analysis, travel coordination, and lifestyle services.

Family Governance

Family meeting facilitation, succession planning, family charter development, payroll and staff management, and intergenerational wealth transfer strategy.

Risk & Insurance Planning

Comprehensive insurance portfolio review, liability protection, key-person and life insurance structuring, umbrella coverage, and ongoing carrier coordination to close coverage gaps before they matter.

The infrastructure of a full family office — without the overhead of building one yourself.

Leadership

Meet the team behind the vision.

Matt Downs

Matt Downs

Managing Director, Chief Executive Officer

Matt Downs is Managing Director and CEO at Melody Global and Co-CEO and Managing Partner of Sandbox Industries, which manages over $1.8B across its venture funds. Previously, Matt was a venture investor at Highland Capital Partners and began his career in Morgan Stanley's New York M&A group. He holds a BA from Brigham Young University and an MBA from the Stanford GSB.

Seth Merrill

Seth Merrill

Managing Director, Chief Investment Officer

Seth Merrill, Managing Director and Chief Investment Officer at Melody Global, previously served as co-Director of Portfolio Strategy at Ensign Peak Advisors and held other executive roles across asset and wealth management. His markets and macroeconomic commentary has appeared in the Wall Street Journal, Bloomberg, US News & World Report, and Buyouts Insider. Seth holds a BS from Brigham Young University and an MBA from the Stanford GSB.

Brent Dunn

Brent Dunn

Partner, Senior Wealth Advisor

Leveraging three decades of experience as an entrepreneur and educator in the legal field, Brent Dunn brings a unique multi-faceted analytical approach to solving the complex issues in wealth management. Combining tax optimization, tactical asset allocation, and estate and financial planning, Brent works with you to build the legacy you desire. He holds a BA from Brigham Young University.

Greg Eickbush

Greg Eickbush

Managing Director, Chief Operating Officer

Greg Eickbush oversees the firm's day-to-day operations, bringing extensive executive leadership from Deutsche Bank, Lehman Brothers, and Mizuho. With more than 13 years working across Asia, he offers a global perspective on delivering financial solutions to clients and investors. Greg holds a BA in Japanese from Brigham Young University and an MBA from Columbia University.

Get Started

Your wealth deserves a team that sees the whole picture.

We work directly with prospective clients to understand objectives, family dynamics, and the right scope of engagement. No obligation, no sales pitch — just a conversation.

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