Insights matter.

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, and a flash point in the Middle East between Israel (and its ally the US) and Iran.  Yet if we’d simply hibernated for three months, we would be waking up to global equity markets that were up over 11% for the quarter, resulting in a 10.1% return through the first

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 infrastructure required to help families preserve wealth, foster unity and sustain their legacy. To be a truly successful family office is to acknowledge and integrate financial expertise with the human dynamic and aligning with purposeful, values-based wealth management. As family offices continue to expand globally and play a larger role

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 work together across generations, they unlock new possibilities: a deeper sense of unity, more resilient planning and a legacy that lasts. At Matter Family Office, we’ve seen firsthand that families who invest in building the skills, practices and tools needed for cross-generational engagement consistently make better decisions. But that doesn’t

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 but also interpersonal harmony, shared values and a structured approach to governance. By studying the dynamics of high-performing teams, UHNW families can develop strategies that foster collaboration, preserve legacy and ensure the continued success of their family enterprise. Here are key lessons that families can learn from top-performing business teams:

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 leaders who are redefining industries, creating lasting value and making a meaningful difference in their communities. Kathy joins a select group of 30 entrepreneurs from the Heartland region, which spans Minnesota, Kansas, Missouri, Iowa, Nebraska and the Dakotas. For over three decades, Kathy has led Matter Family Office with a

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 moves alone, but for the speed and sentiment-driven nature of the swings. The level of market chaos feels disconnected from fundamentals and is, instead, tethered to the unpredictability of policy signals coming out of Washington. As illustrated by the chart below, policy uncertainty is now at unprecedented levels. The Fragility

How to Establish Trust and Collaboration in a Complex Family System Key Findings Why Is Transparency So Hard? Ultra-high net worth (UHNW) families are defined as families with more than $30 million in net assets. This means that they have generated enough wealth to have a significant impact on the long-term well-being of their children and grandchildren. Choosing how and when to share financial wealth with their kids can affect the careers their children choose, where they live, who they

Matter Family Office Announced as a 2025 Finalist for Two “Family Wealth Report” Awards We are honored to announce that Matter Family Office has been selected as a finalist in the following categories at the Twelfth Annual Family Wealth Report Awards 2025 program: “Having won the Family Wealth Report Best Multi-Family Office category ($2.5-$5B AUM) twice previously (2018 and 2019), we know what an honor it is to be a finalist. This prestigious award puts Matter Family Office in good

Managing wealth as a high-net-worth family involves more than just growing financial assets — it’s about preserving a legacy, planning for stability for future generations and simplifying the complexities that come with affluence. Family offices have become an essential resource for wealthy families, offering tailored solutions that go beyond traditional wealth management. But how do family offices work and why are they so beneficial for affluent families? In this blog, we’ll explore the inner workings of family offices, the wide

The Rise and Evolution of Family Offices In a recent Fortune article, our Chief Investment Strategist, Thierry Brunel, shared his insights on the rapid growth of family offices. Highlighting the increasing demand for personalized financial services, Thierry emphasized the value of a multifamily office and the importance of providing a holistic approach to wealth management, integrating investment strategies with family values and long-term goals. Read the article to explore how Matter Family Office and other family offices are growing and

At Matter Family Office, we understand that managing wealth goes far beyond numbers—it’s about aligning your financial resources with your values, goals and legacy. For high-net-worth individuals and families, a family office provides a dedicated team to address the unique complexities of significant wealth. High-net-worth family offices manage everything from investment strategies to family governance, enabling families to focus on what matters most: living their values and creating lasting impact. Types of High-Net-Worth Family Offices High-net-worth family offices are not

Considerations for Family Business Succession Our founder, Kathy Lintz, was recently featured in Crain Currency for her perspectives on Rupert Murdoch’s succession battle, the contrasting approach of Warren Buffet, and key considerations in estate planning for multi-generational family wealth. Kathy emphasized the importance of only transferring control of assets that one is truly willing to relinquish and the importance of shared values among family members for successful wealth transfers. The article ultimately underscores the complexities of estate planning for family