Insights matter.

At Matter, we strive to bring our best selves to the work we do, with families and each other. As we continue to navigate the opportunities and challenges of this year, in particular, we’re deeply grateful for our exceptional team and for the professionalism, optimism, humor, and resilience Matter employees bring to work every day.  We’re thrilled to promote nine team members this fall and to celebrate Matter’s continued growth as we toast our 30th year of helping families thrive. 

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 loves about working with families, and where she sees Matter — and the industry — going in the future.   What inspired you to start a firm to support successful families? We have to go back in time a little to understand what was going on 30 years ago. The financial

What does it take to help Matter families thrive for generations? A talented team figures prominently in the equation. When we think about hiring, this means we have a lengthy interview process to help us bring in the right people to work with our families. But even more importantly, we are committed to helping each new person we bring in grow their career within the firm. This year, we are proud to promote an unprecedented 11 team members, and we are thrilled

We are proud to announce that we have been named as one of the Top 10 Financial Advisors in the St. Louis Area by Advisory HQ in 2019. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Matter

For the second year in a row, Matter Family Office was honored to win the “Multi-family Office ($2.5 billion to $5 billion AuM/AuA)” award at the Family Wealth Report Awards 2019 in New York City on March 20th. We are honored to have the opportunity to lead successful families down an intentional path that prioritizes people and helps them navigate the opportunities and complexities of wealth, and we look forward to continuing to redefine what it means to manage wealth.

We are proud to share that Matter is bringing home the Boutique Multifamily Office Executive award from The Family Wealth Alliance Anniversary Awards Gala held on October 17th in Chicago. This award recognizes our Founder, Partner, and Managing Member, Kathy Lintz, as an individual with a distinguished track record of innovation, thought leadership, and management accomplishment. Matter’s talented team and unique service model would not be what it is today without the foundation that Kathy created over decades, and we

We are proud to announce that we have been named as one of the Top 9 Financial Advisors in the St. Louis Area by Advisory HQ on March 12, 2018. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth

Matter Family Office was honored to win the “Multi-family Office ($2.5 billion to $5 billion AuM/AuA)” award at the Family Wealth Report Awards 2018 in New York City on March 9th. We are proud of our work with multigenerational families across the country, and we look forward to remaining a leader in the evolution of the wealth management landscape. According to the Family Wealth Report Awards website, “Winning a Family Wealth Report Award sets organizations and individuals apart from their peers

At Matter Family Office, we assemble a customized client team for each family. This is vastly different from the common practice in our industry. Typically, other firms assign clients to permanent teams that operate as silos led by a single advisor. Often, compensation for these teams is tied directly to the client revenue they manage or that they bring in with new clients. We believe this “silo” model creates inherent internal competition that limits collaboration and idea sharing. This structure

We are proud to announce that we have been named as one of the Top 9 Financial Advisors in the St. Louis Area by Advisory HQ. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ Please Note: There are many different awards and rankings presented in the financial advisor industry. Matter Family Office does not, nor has it ever, solicited any third party for awards or recognition, nor pay any type of fee