Built for families, designed for generations
At Matter, we are powered by people-first values, deep multidisciplinary expertise, and a commitment to serving families for generations to come.
Our journey began in 1990, when Katherine Lintz founded KBL Financial – what is now Matter Family Office. The fee-only firm provided comprehensive financial services to first-generation wealth creators, helping them lay a foundation for long-term success through education, preparation, and strategic decision-making. Matter has since evolved into a leading multifamily office serving ultra-high-net-worth individuals and families across the U.S. with experts from diverse financial disciplines and with deep capabilities.
2003
The Matter investment committee expanded our research capabilities by partnering with Asset Consulting Group (ACG), to help bring investment solutions and opportunities to our clients. With 50 research professionals and expertise in every asset class, ACG continues to keep the investment committee informed on a vast array of investment teams and solutions across the broad investment landscape, helping us shape personalized plans for Matter families.
2010
We began collaborating with Courtney Pullen (now our firm’s Chief Family Learning Officer) and other renowned family leadership professionals to develop and strengthen our family culture and learning services.
2012
We became Matter Family Office to more fully express our offering as a robust, interdisciplinary, privately held firm for multigenerational families. The name reflects our deep commitment to building long-term relationships with client families and helping each generation define and invest in what is most important to them.
2024
Matter entered into a long-term strategic partnership with BW Forsyth Partners, a source of evergreen private capital, to support sustainable growth and further our vision of a “forever firm” poised to serve families for generations.
2025
Matter merged with IWP, a national multi-family office based in Denver. Founded by Charlie Willhoit in 2005, IWP brought innovative technology and a broad talent base with expertise in accounting and taxes, complex reporting, project management, and investments. The firm shared our commitment to serving client families and brought 20 years of success and 50 client families to Matter.
Today, Matter’s 90 team members and partners serve over 140 core client families across five integrated service lines. Together, we are defining what it means to be a true multifamily office and pushing ourselves to keep learning, innovating, and evolving.
We want to hear your story – What brought you here? – and help you create a plan to support your family’s evolution.