Insights matter.

Matter Family Office and IWP Family Office Combine to Offer One of the Most Comprehensive Family Office Solutions for Ultra-High Net Worth Families

Merger Expands Capabilities While Enhancing High Touch, Generational Service

How Centers of Influence Gain Significant Advantage When Partnering with Integrated Advisors

Estate attorneys, CPAs, insurance consultants, bankers, real estate advisors and other Centers of Influence (COIs) are often on the frontlines of guiding families through complex financial, tax and legal decisions. But even the most capable COIs face challenges: fragmented client information, misaligned strategies between advisors and multi generational family dynamics that complicate decision making.

The Power of Effective Transparency

Discover the power of effective transparency in ultra-high-net-worth families, fostering trust, collaboration, and shared identity for better decision-making.

US Economic Outlook 2026 - Q3: The Price of Capital

Our US economic outlook 2026 explores rising real yields, AI financing, and federal borrowing, and what they mean for fixed income, equities, and real assets.

Matter's Founder Kathy Lintz Featured on the Rise of Women in Family Offices in PWM by the Financial Times

Matter Family Office founder Kathy Lintz talks with PWM about the rise of women in family offices and what it takes to build lasting leadership.

US Economic Outlook 2026 - Q2: When Great Technologies Meet Capital Markets

Matter's US economic outlook 2026 looks at past technology cycles like railroads and electricity to make the case for disciplined AI capital allocation now.

Matter Family Office Establishes Office in Raleigh-Durham-Chapel Hill Market

Matter Family Office expands to Raleigh-Durham-Chapel Hill, bringing integrated wealth management to ultra-high-net-worth families in North Carolina's Triangle.

Kathy Lintz featured on The UHNW Institute Podcast on Building a 100-Year Family Office

Matter Family Office founder Kathy Lintz joins The UHNW Institute Podcast to discuss building a multigenerational firm, financial literacy, and the 100-year horizon.

Managing Director of Family Learning, Luke Jernagan, Appears on Family Business Audiocast

Matter's Luke Jernagan joins the Family Business Audiocast to explore multi-generational wealth, next-gen readiness, and building a lasting family legacy.

Matter Family Office Founder Katherine Lintz Receives Lifetime Achievement Award from Family Wealth Report

Matter Founder Kathy Lintz receives the 2026 lifetime achievement award from Family Wealth Report, honoring leadership in family office and wealth management.

Matter Family Office Announced as a 2026 Finalist for "Family Wealth Report" Awards

Matter Family Office named a 2026 Family Wealth Report Awards finalist, recognized for marketing and leadership and women in wealth management.

Inside Matter’s Approach to Private Aviation Strategy

Discover Matter’s strategic approach to private aviation—helping UHNW families align travel needs, costs, and governance to make flying private work better.

US Economic Outlook 2026 – Q1: Staying Grounded as Markets Digest Uncertainty

US economic outlook 2026 market uncertainty explained: AI investment risks, geopolitics, inflation pressures, and portfolio implications for investors.

Selling the Company While Maintaining the Family Legacy

Discover strategies for selling the company while maintaining the family legacy and preparing your family for upcoming transitions.

Market Update: Middle East Developments

Market update on Middle East developments, geopolitical shocks, energy markets, and portfolio strategy—why disciplined investing matters during volatility.