Vasyl Matiy

Smart Family Office (SFO) is a private advisory platform that designs and manages personalized capital architectures for founders, investors, and families transitioning from New Money → Old Money.

We integrate investment strategy, legal structure, and psychological clarity into one Harmonized structure — aligning wealth with purpose.

Our advisory model combines the sophistication of institutional family offices with the agility of entrepreneurial founders, delivering:
– Portfolio design across public & private markets
– Cross-border tax & legal architecture
– Legacy & philanthropy frameworks
– Education on fiduciary mindset & financial mastery

In my role as Senior Venture Partner at Toloka.vc I give guidance to our venture partners from San Francisco to Kyiv. My focus is to help them grow their skills and build strong connections with LPs and startups to support growth and innovation

Bakksy is a financial game-changer. The app brings together two hottest financial trends. The first one is investing, about the second one you’ll learn very soon! The investment part of Bakksy has already got recognition on the UK market. The numbers are speaking for themselves — 50K+ installs within a year.

As the Head of Investment Experience, I act as the key source of financial markets and trading expertise. I transfer this expertise into the educational part of the service, transforming knowledge about complicated financial instruments into easily understandable information that is actionable both for experienced and new users.

SMART is a wealth management company for professional athletes and other professionals with irregular income, helping them to generate a stable source of cash flow and achieve financial independence after retirement.
As a Founder my main responsibilities are:
- strategic business development
- product development
- talent search for highly skilled financial advisors.

Multi Family Office is a wealth management company for HNWI helping its clients to build sustainable well diversified portfolios on a fiduciary basis.

My main focus in this role is:
- asset management for building well-balanced portfolios utilizing a variety of instruments on the public stock market.
- developing and executing option-selling strategies for long-term wealth accumulation in the interest of the clients.

The choice of financial instruments is grounded in fundamental analysis of the companies on the stock market as well as macroeconomic tendencies and future projections.

Financial wellbeing corporate trainer for the biggest Ukrainian digital companies

iPlan.ua is the first fee-only advisory in Ukraine. A financial life isn't just about money. It's about a person's entire life.