Planning for the Unpredictable: How Markets and Election Cycles Co-Exist
By Thierry J. D. Brunel Director, Matter Family Office If the only two things in life that are certain are death and taxes, a close third would be presidential …
Estate Planning Emergency or Another False Alarm?
By Brian J. Fernandez, JD, CPA Partner, Managing Member, Matter Family Office Planning anything in 2020 has been quite challenging – so it should be no surprise that we …
Key Tips for Navigating the Great Wealth Transfer: For Women by Women
By Robin C. Catlin, CFP ®, MBA Managing Director, Matter Family Office We are on the cusp of an unprecedented shift in the US financial landscape. By the numbers: …
The Resilience of a Learning Family
By Robin C. Catlin, CFP ®, MBA Managing Director, Matter Family Office If we’ve learned anything over the past several months, it’s to expect the unexpected. The global pandemic …
Mid-Year 2020: How Should Constantly Changing Conditions Inform Our Investment Outlook?
By Thierry J. D. Brunel Director, Matter Family Office Can you imagine getting the chance to tell our January selves a little bit about where we would be at the …
Matter’s Founder Kathy Lintz Reflects on 30 Years
This month, Matter Family Office is celebrating 30 years of helping families thrive. We spoke to Matter’s founder Kathy Lintz, about the firm’s unique approach to managing wealth, what she …
Acknowledging Uncertainty – Where Do We Go From Here?
By Thierry J. D. Brunel Chair, Investment Committee At one point in April, Business Insider estimated that a third of the world’s population was under some form of lockdown …
How Are Managers Navigating This Environment? Looking Below the Surface of Our Portfolios
By Thierry J. D. Brunel Director, Matter Family Office The last month and a half has seen some historic moves in both equity and bond markets. Based off of daily closing prices on the …
Tax Filing Due Date Extension FAQs
By Kirby Ott, MBA, Managing Director, & Ashley C. Martin, CFP ®, MBA, Associate Director, Matter Family Office OVERVIEW As you are likely aware, the federal income tax filing due date has been automatically …