Founder

Matt Chancey

Matt Chancey is the founder of Tax Alpha Companies. The Tax Alpha brand is focused on solving the tax and private market investment needs of high income ($1M+/yr) and high net worth clients (assets $5M+).

Tax Alpha Companies goal is to help high-income clients better understand all their legal options to defer or reduce taxes via reinvestment into institutional private partnerships that allow for growth and income from private equity, private credit or venture capital-focused partnerships. This also leads to opportunities to receive tax deductions, tax credits or capital losses that can help investors offset ordinary income or capital gains through reinvestment. These are the tools that investors who earn over $1M per year or have property assets over $5M should know more about.

Teaching investors about their wealth of tax-saving opportunities is why Matt views Tax Alpha Companies as more of an education business than anything else. His goal is to educate the professional advisors that already have the trust of high-income and high-net-worth clients so they can improve the service and value they provide to their most trusted and valuable client relationships.

After initially graduating from the University of Central Florida with a Legal Studies degree, Matt decided to forgo law school for a job in the medical field, where he was lucky enough to go directly into the surgical suite right out of college. By the time he was 30, he had an opportunity to be bought out of a small medical device company he helped scale. During this time, Matthew began his involvement in the real estate and construction aspects of his step-father’s homebuilding company; this is where he developed an interest in understanding how real estate gets built, how it gets financed and how it gets taxed. Once he walked away from the medical business, he went back to the University of Central Florida to pursue an executive program in financial management. This opened the door to earning his degree and his certification as a Certified Financial Planner in 2009.

Since then, Matthew has become a highly sought after speaker, panelist author and thought leader. Matthew’s ability to save high income earners and entrepreneurs millions of dollars on their tax bills has established him as a reputable and respected voice in the industry—leading to several media opportunities. Matthew has written guest columns for the Orlando Sentinel and has been referenced or had appearances on The Wall Street Journal, Market Watch, Investment News, Forbes, Reuters, US News, ABC, NBC, CBS, Fox News and CNBC. In July 2024, Matts best-selling book: The Tax-Alpha Solution, was published by Forbes. Tax Alpha Solutions quickly became a best seller on Amazon. 

Matthew’s contributions to the industry have been significant since his arrival on the business and real estate scene. In addition to his responsibilities as founder of Tax Alpha Companies, he also serves as a Professional Speaker with the Accountant-Lawyer Alliance Community. He’s also worked as a Tax Shelter and Private Equity Consultant, where he has helped business owners exit and transition into their next chapter as a member of the Business Transition Council.

At Tax Alpha Companies, Matthew focuses on providing strategic guidance and tailored solutions for high-net-worth and high-income clients looking for advanced tax mitigation strategies via reinvestment into institutionally managed private partnerships with institutional Co-GP relationships. Value creation plus tax-mitigation is wealth creation.