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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

One of the trends we spotlighted in our most recent quarterly commentary is the current valuation levels in public equity markets and what it means for forward-looking returns.  There’s no doubt that valuations can remain extended for a prolonged period.  However, history has shown us that markets that start at current levels typically experience lower returns over the ensuing 10 years.  The charts below are from the J.P. Morgan Guide to the Markets, and they highlight two concepts in graphical

The internet has been abuzz due to a stellar performance by Jerry Jones, long-time owner of the Dallas Cowboys, in the hit series Landman. Apparently, this Emmy-worthy monologue took only one try. In the scene, Jerry Jones is talking to his friend Monty, played by Jon Hamm, who has just suffered a heart attack. Monty is a hard-driving oilman who spends little time with his family and enough time managing his business to warrant a fifth heart attack. Jerry’s job

As we step into the new year, it’s natural to pause and reflect on the road behind us while considering what lies ahead. For investors, this moment often brings a flood of market predictions, an annual tradition as enduring as it is flawed. Rather than attempting to predict the unpredictable, our aim is to explore the economic trends, policy shifts and market forces likely to shape the 2025 economic outlook for investors in the months ahead. By focusing on the

People Matter At Matter, we are grateful to work with great families and great team members every day.  We believe that investing in our combined human capital creates a virtuous cycle for all parties. By fostering a people-centric culture of continuous learning and professional advancement, we aim to empower our team members to reach their full potential in serving families for generations. This fall, Matter is thrilled to announce the well-deserved promotion of twelve team members. Their dedication, hard work,

Investment Themes – What Matters? There is no absence of storylines vying for investor attention as we enter the last quarter of the year and review the investment themes. The Fed shifted its policy stance in September and markets are now trying to process the outlook for interest rates in the near term. To make the situation more complicated, we are also less than a month away from elections here in the United States. Despite this, portfolios are faring well

Volatility Ahead Over the first half of the year, we’ve seen a bifurcation of experiences across our three major asset categories: Equities, Bonds and Real Assets.  For equity investors, the story has been the resilience of the economy, the growth of profit margins and the momentum behind AI—evident in Nvidia’s 150%+ return so far in 2024.  Fixed income markets have been comparatively volatile due to the moderation of rate cut expectations and the growing consensus surrounding a higher for longer

The world is an uncertain place—it always has been and always will be. The recent past is a perfect reflection of that reality—a global pandemic, multiple military conflicts, monetary policy shocks, natural disasters, and the list could go on. Yet the power of human ingenuity and the resilience it has helped develop means that we are constantly improving the way in which we face these dynamic challenges. In a period of time when optimism seems scarce and criticism and concerns