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 family office with a 100-year horizon.
Kathy traces Matter’s journey from a fee-only planning practice founded in 1990 to the multifamily office it is today, organized around our five service lines: family operations, wealth planning, investment advisory, project management, and a family learning and communication curriculum more than 25 years in the making.
In the episode, Kathy and Joe explore:
- How early work with NFL and MLB players shaped Matter’s approach to financial literacy and family education
- What “issue spotting” looks like in practice and how great advisors get ahead of a family’s needs before they surface
- The role technology is playing in shifting junior advisors toward deeper client engagement
- What Kathy looked for in a capital partner and why traditional private equity wasn’t the right fit
- Why developing a true expert generalist takes 10 to 20 years, and why it’s worth the wait
It’s an honest, thoughtful look at the work behind the work and a conversation we’re proud to share.