Insights matter.

Merger Expands Capabilities While Enhancing High-Touch, Generational Service St. Louis, Missouri, November 17, 2025 – Matter Family Office and IWP Family Office announced today that they have merged, uniting two organizations...

John Maynard Keynes is credited with saying that “markets can remain irrational longer than you can remain solvent.” This statement highlights two critical insights: We would propose this as a...

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....

At Matter, our people-first perspective shapes how we partner with the extraordinary families we serve and the talented professionals we are privileged to work with. This fall, we’re proud to...

For high net worth families, communication is a strategic advantage. Families who cultivate open dialogue and a culture of transparency across generations create resilience that extends beyond financial capital. These...

Matter Family Office is honored to be featured in Professional Wealth Management by the Financial Times, spotlighting our Founder and Managing Partner, Kathy Lintz, and Chief Learning Officer, Courtney Pullen. The article...

Balancing Vigilance with Optimism The second quarter of 2025 was anything but quiet—marked by Liberation Day (and the quick policy reversal shortly thereafter), Moody’s downgrade of US debt to Aa1,...

For high-net-worth families, wealth is more than numbers on a balance sheet. It represents opportunity, responsibility and a deep personal narrative that spans generations. Family office services provide the sophisticated...

For decades, we’ve known that strong collaboration leads to better business outcomes—more innovation, better decisions and greater fulfillment. The same is true for families. When families take intentional steps to...

Ultra-high-net-worth (UHNW) families, like successful business teams, face complex challenges that require clear communication, strategic decision-making and a long-term vision. Managing family wealth across generations demands not only financial acumen...

We are thrilled to announce that our founder and managing partner, Kathy Lintz, has been named a finalist for the Entrepreneur of the Year® 2025 Heartland Award. This honor recognizes...

Having experienced the tech bubble, the global financial crisis, and the pandemic-era dislocation, we are no strangers to volatility. But this past week stands apart—not for the size of the...