Insights matter.

As we turn the page on the third quarter of the year, we are increasingly presented with evidence of an evolving market.  Before diving further into what we mean by...

Matter Family Office founder Kathy Lintz was recently featured in Professional Wealth Management’s special report, “Family Offices Enter a New Era for Women.” In the piece, Kathy speaks to the...

In our first-quarter outlook, we flagged four key themes: elevated equity valuations, rising market concentration, geopolitical uncertainty, and the extraordinary amount of capital flowing to artificial intelligence.  Three months later,...

Local Experienced Wealth Advisors Chris Wrench and Melissa Linn Will Anchor the Office ST. LOUIS and RALEIGH, N.C. (June 10, 2026) – Matter Family Office announced today its expansion into...

Matter’s founder and managing partner, Kathy Lintz, recently joined host Joe Reilly on The UHNW Institute Podcast for a thought-provoking conversation about what it takes to build and sustain a...

Matter’s own Luke Jernagan, Managing Director of Family Learning, recently sat down with R. Adam Smith on the Family Business Audiocast to explore what it really means to steward wealth...

Matter Family Office today announced that Founder and Managing Partner Katherine “Kathy” Lintz has received the 2026 Lifetime Achievement Award from Family Wealth Report. The honor was presented at the...

We are honored to announce that Matter Family Office has been selected as a finalist in the “Marketing or PR Campaign” and “Leadership and Women in Wealth Management” categories at...

Flying private is often viewed as the pinnacle of convenience and luxury but for ultra-high-net-worth (UHNW) families, it should be much more than that. At its best, private aviation is...

Following the last three years, a pause in risk assets was predictable—if not expected.  We noted as much in our Q3 2025 Market Outlook, which was based not on the...

An owner’s guide to navigating the emotional and financial transitions that come with a sale  If you are preparing to sell your family business, you are likely spending significant time with investment bankers,...

We are writing to address the significant geopolitical developments over the weekend involving the United States, Israel, and Iran. We know this is weighing on many of our minds, and...