Insights matter.

As we turn the page on the third quarter of the year, we are increasingly presented with evidence of an evolving market.  Before diving further into what we mean by...

Matter Family Office founder Kathy Lintz was recently featured in Professional Wealth Management’s special report, “Family Offices Enter a New Era for Women.” In the piece, Kathy speaks to the...

In our first-quarter outlook, we flagged four key themes: elevated equity valuations, rising market concentration, geopolitical uncertainty, and the extraordinary amount of capital flowing to artificial intelligence.  Three months later,...