Insights matter.

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...

There have been a lot of headlines in recent weeks around the private credit markets, particularly as it relates to funds called BDCs (Business Development Companies). BDCs are pools of...

A meaningful shift is underway among ultra-high net worth (UHNW) families. After decades of focusing primarily on financial capital, a growing number of families are now turning their attention to...

We’re proud to share that Luke Jernagan, Managing Director of Family Learning at Matter, was recently featured on the front page of The Wall Street Journal in an article exploring...

Merger Expands Capabilities While Enhancing High-Touch, Generational Service St. Louis, Missouri, November 17, 2025 – Matter Family Office and IWP Family Office announced today that they have merged, uniting two organizations...

John Maynard Keynes is credited with saying that “markets can remain irrational longer than you can remain solvent.” This statement highlights two critical insights: We would propose this as a...

Estate attorneys, CPAs, insurance consultants, bankers, real estate advisors and other Centers of Influence (COIs) are often on the frontlines of guiding families through complex financial, tax and legal decisions....

At Matter, our people-first perspective shapes how we partner with the extraordinary families we serve and the talented professionals we are privileged to work with. This fall, we’re proud to...

For high net worth families, communication is a strategic advantage. Families who cultivate open dialogue and a culture of transparency across generations create resilience that extends beyond financial capital. These...

Matter Family Office is honored to be featured in Professional Wealth Management by the Financial Times, spotlighting our Founder and Managing Partner, Kathy Lintz, and Chief Learning Officer, Courtney Pullen. The article...

Balancing Vigilance with Optimism The second quarter of 2025 was anything but quiet—marked by Liberation Day (and the quick policy reversal shortly thereafter), Moody’s downgrade of US debt to Aa1,...