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Matt Linklater

President

Over the past 25 years Matt has served as the point person for business owners to manage and grow their businesses through a strategic plan starting with the end in mind.  He has interviewed and partnered with over 13,000 financial advisors to bring to you a unique tax planning approach.  He prides himself on working with business owners, financial professionals and families all over the world about estate planning, tax planning and wealth building strategies.

Matt has consulted with many Fortune 100 financial companies and many small businesses. His focus areas are:

  1. Advanced Tax Planning Strategies

  2. Employee Measurement and Management

  3. Sales & Revenue Growth

  4. EBITDA / Profit Growth

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Matt prides himself on working with business owners, financial professionals, and families worldwide on estate planning, tax planning, and wealth-building strategies.

He has worked with many families in partnering with over 13,000 financial advisors to deliver unique tax planning approaches. His areas of focus are:

  1. Advanced Tax Planning

  2. Probate Avoidance

  3. Estate Tax Planning

  4. Legacy Planning

We consider our Services a Family Office.  Family Office’s are reserved for the wealthy to create a team to manage their businesses, finances and financial legacy.  YHH Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.

Your Current…
 

  • CPA is usually a historian and accounting for your number in the past.  Our CPA’s provide you with forward looking tax plans.

  • Financial Advisor are typically stock market focused.  We like to partner with them and offer estate planning, legacy planning, tax planning, Roth conversions, etc.

  • Attorney set up you entity and you usually never talk to them again.  We partner with attorneys to make sure your family and business is getting the best legal benefit of all structures.

Our CPAs, Financial Advisors and Attorneys work on your behalf.  We call our approach the Triangle Wealth…

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Our Family Office Services are and not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

  • Estate Planning

Matt has been featured in Inc. Magazine and been featured on ABC, NBC, CBS, and Fox.

Matt is married to Denise Wayman.  They have two boys MJ & Axe. Matt and Denise enjoy working out, traveling, reading, and are on a constant quest for self-improvement and spiritual growth.

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Our mission is to help families maintain financial viability in the present, while taking a proactive approach to achieve future goals.

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