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Sustainability Guides Leadership Transition for Matter Family Office

News – 7/21/2015

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Matter Family Office, one of the largest independent multi-family offices in the country, with offices in St. Louis and Denver, announced a significant leadership transition today in a letter to its clients (See below).

“Today, we announce a restructuring of our governance and ownership,” said the letter, signed by the new Board of Managers. “We have transitioned from a firm led by a CEO and a Managing Partner to one led by a Board of Managers.” The four-person Board of Managers will be made up of Katherine B. Lintz, CFP®, J. Eric Lawrence, Whitney M. Kenter, and Brian J. Fernandez, JD, CPA. In addition, Ryan M. Blackburn, CFP®, and Kirby T. Ott, MBA, have become new owners, bringing the number of owners to 11.

“I have always focused on building a sustainable, independent firm to serve families for generations,” said Lintz, who founded the firm as KBL Financial in 1990 and has served as Matter’s CEO. “The new structure provides clarity to our associates and encourages continued great passion for all of us to work with our families deeply across generations.”

“We have followed our own advice in terms of sustainability planning,” said Lawrence, Partner and Managing Member. “With these changes, current and future ownership of our firm will remain with our associates and management, ensuring our independence and providing flexibility and continuity as we work with our families through the years ahead.”

“As well, employees can see our commitment to their paths for advancement and engagement,” said Lawrence, who previously served as Managing Partner.

“Smooth leadership transitions are rare with privately-held advisory firms such as Matter,” noted Tom Livergood, Founder and CEO of The Family Wealth Alliance. “Not only have they achieved this, but they have also affirmed their continuity as an independently-owned firm. This ensures a smooth and transparent transition for their clients as well as employees. There is great comfort and wisdom in this approach.”

Matter Family Office, with offices in St. Louis, MO, and Denver, CO, is an SEC-registered investment advisory firm managing over $5 billion in net worth for families in 20 states. Matter Family Office’s 32 associates provide industry leading services including non-conflicted investment management, financial advice, and family office services.

The letter sent to Matter Family Office clients appears below:


We are writing to let you know of important organizational changes at Matter Family Office that allow us to truly support your family for generations by ensuring sustainability for our firm.

One of Matter’s key tenets has been to help you create and execute a plan for your family, now and in the future. Sustainability of families and firms is very similar. For several years, our founder, Kathy Lintz, has been thinking about how best to ensure that we can provide excellent, consistent advice and service to your family, as your family office, for years to come. She has been determined to identify and create a strong management team in which she can remain fully engaged that ensures Matter’s continuity and success.

Today, we announce a restructuring of our governance and ownership. We have transitioned from a firm led by a CEO and a Managing Partner to one led by a Board of Managers. Our four-person Board of Managers, made up of Kathy, Eric Lawrence, Whitney Kenter and Brian Fernandez, will govern the firm going forward. In addition, we have invited Ryan Blackburn and Kirby Ott to become new owners, bringing the number of owners to 11. With these changes, current and future ownership of our firm will remain with our associates and management, ensuring our independence.

You are our focus. We invest in great talent with diverse backgrounds, technical and interpersonal skills, interests, and personalities to meet your needs and those of your individual family members. We invest in technology and security systems that help us communicate effectively and protect our sensitive relationship with you. And now, we have invested in a leadership structure that provides flexibility and continuity. Taken together, these investments provide clarity to our associates and encourage continued great passion to work with you and your family deeply across generations.

We are very excited to share this news with you. If you have any questions regarding our restructuring, we invite you to contact us for a more thorough conversation.

Thank you for making us your family office.

Sincerely,

Katherine B. Lintz, CFP®

J. Eric Lawrence

Whitney M. Kenter

Brian J. Fernandez, JD, CPA

Board of Managers

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