We are your trusted advisors and strategic thought partners.

We are your trusted advisors and strategic thought partners.

For more than 30 years, Matter has been committed to helping families thrive. We are passionate about working with families to invest intentionally, simplify the complexities of wealth, and cultivate a culture that fosters trust, communication, and lasting legacies.

100% privately held
100% privately held
50/50 gender balance across the firm
50/50 gender balance across the firm
4:1 ratio of families to associates
4:1 ratio of families to associates
Matter was created to help families achieve their goals by making intentional decisions together, so their financial capital supports their human capital over generations.
Kathy Lintz, Founder and Partner

Our firm was built on these core principles:

Family Focus

Family Focus

Matter is a true family office. We support complex families strategically, holistically, and purposefully, and we value working with family members of all ages and financial acumens.

Independence

Independence

As a fiduciary, our only compensation is the fee we receive to serve your family. We don’t sell products or receive commissions, and our interests always align with yours.

Private & Sustainable Ownership

Private & Sustainable Ownership

Matter is 100% privately held. Our structure provides for a seamless ownership transition to the firm’s future leaders, so we can continue serving your family for generations to come.

Generational Diversity

Generational Diversity

We’re a multigenerational firm serving families across generations. Matter associates’ diverse perspectives, skill sets, and backgrounds strengthen our collective knowledge and approach.