Insights matter.

Matter Family Office today announced that Founder and Managing Partner Katherine “Kathy” Lintz has received the 2026 Lifetime Achievement Award from Family Wealth Report. The honor was presented at the...

We are honored to announce that Matter Family Office has been selected as a finalist in the “Marketing or PR Campaign” and “Leadership and Women in Wealth Management” categories at...

Flying private is often viewed as the pinnacle of convenience and luxury but for ultra-high-net-worth (UHNW) families, it should be much more than that. At its best, private aviation is...

Following the last three years, a pause in risk assets was predictable—if not expected.  We noted as much in our Q3 2025 Market Outlook, which was based not on the...

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....