Designed for Wealth That’s Outgrown Conventional Advice.

Institutional investment thinking for accomplished individuals and families.

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Questions We
Hear From
New Clients:

 

  • How do I diversify concentrated stock positions without triggering a large tax bill?

  • What should I do with the proceeds from a business sale or liquidity event?

  • How much of my investment return am I actually keeping after taxes?

  • Do all of my accounts, managers, and investments add up to a clear strategy?

  • Am I making decisions that prepare the next generation — not just transfer assets?

  • Do I have an advisor who understands complex wealth and treats me like a priority?

 

If these questions resonate, you're exactly the type of client we built Bootpack to serve.

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Wall Street Expertise. Mountain-Town Values.

After two decades investing at some of the world’s leading firms — including Renaissance Technologies, Deutsche Bank, and The Carlyle Group — Bootpack was founded to bring institutional expertise to accomplished individuals and families seeking growth, clarity, and lasting impact.

Bootpack isn’t built for scale. It’s built for alignment with a select group of clients who value clarity, strategy, and continuity.

We help you turn your resources into strategic advantages, grounded in deep experience and a Jackson Hole perspective.

Meet the Bootpack Team

 Where Investment Strategy, Tax Planning and Estate Planning Align

As wealth grows more complex, decisions can’t be made in isolation. Bootpack was built around integrated, long-term strategy.

  • Integrated Financial View

    Investment decisions made in the context of the full balance sheet— assets, entities, liquidity, and long-term obligations.

  • Strategy-Led Planning

    A strategic framework established first— reflecting priorities across generations, not just the next market cycle.

  • Tax-Aware Investment Strategy

    Portfolios designed with explicit attention to after-tax outcomes— using discipline and long-term perspective to compound capital efficiently.

  • Synchronized Execution

    Strategy guiding execution across accounts and time horizons— reducing conflict and keeping decisions aligned as circumstances evolve.

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Meet Bootpack

“Compounding your money is akin to bootpacking - simple in theory, very challenging in practice. Long-term wealth creation is achieved through careful planning, disciplined management, and above all else, steadfast patience throughout the journey.”

- Matthew Lusins, CFA, CFP

 

What Our Clients Say

  • "Matt has been a loyal friend and confidant to the Moynihan family since his time working for the Senator in the 1990s. As one of his first clients when we established Bootpack, we have consistently benefited from his exceptional service. Matt's unwavering integrity, insightful counsel, and steadfast dedication have been invaluable to my family and me. His commitment was especially meaningful to my late grandmother, Elizabeth Moynihan, who served as the Senator's campaign manager throughout his 24 years representing New York State."

    Michael Avedon
    Photographer

  • "I've known Matt since his days as a well-respected investor in New York. When I had the chance to work with him at Bootpack, I jumped at it - he's helping me optimize everything from investments to taxes to college funding, with a long-term plan designed to support my family and navigate the complexity that comes with success."

    David T.
    Investment Executive

  • "As a client Trustee, I've known Matt for several years and have been impressed by his clear and reasoned judgement. I've seen him successfully navigate challenging market conditions while skillfully handling delicate estate matters and family transitions. The dedication to his clients is evident, and I find him trustworthy and a person of integrity."

    Lena K.
    Trustee, New York City

  • "Matt has been a loyal friend and confidant to the Moynihan family since his time working for the Senator in the 1990s. As one of his first clients when we established Bootpack, we have consistently benefited from his exceptional service. Matt's unwavering integrity, insightful counsel, and steadfast dedication have been invaluable to my family and me. His commitment was especially meaningful to my late grandmother, Elizabeth Moynihan, who served as the Senator's campaign manager throughout his 24 years representing New York State."

    Michael Avedon
    Photographer

  • "I've known Matt since his days as a well-respected investor in New York. When I had the chance to work with him at Bootpack, I jumped at it - he's helping me optimize everything from investments to taxes to college funding, with a long-term plan designed to support my family and navigate the complexity that comes with success."

    David T.
    Investment Executive

  • "As a client Trustee, I've known Matt for several years and have been impressed by his clear and reasoned judgement. I've seen him successfully navigate challenging market conditions while skillfully handling delicate estate matters and family transitions. The dedication to his clients is evident, and I find him trustworthy and a person of integrity."

    Lena K.
    Trustee, New York City

Selecting a Financial Partner is a Major Decision

You might hesitate to explore a new advisory relationship for valid reasons.

 

  • This complexity is precisely our specialty. After managing billions for institutional investors, I bring sophisticated solutions to the intricate challenges facing high-net-worth families.

  • The absence of coordination between specialists creates significant risk. One strategic advisor who oversees the complete picture fundamentally transforms your wealth management.

  • You'll work directly with me—not junior associates or rotating teams. With a maximum of 25 client relationships, each receives the depth of attention that meaningful wealth demands.

  • While founded and based in Jackson Hole values, we serve clients across the country. Our approach combines local presence with global expertise, regardless of your location.

  • If you've accumulated meaningful wealth ($2M-$50M) and face complex decisions, standardized solutions likely leave opportunity untapped. Let's discuss whether a more strategic approach would benefit your situation.