Insights matter.

The Rise and Evolution of Family Offices In a recent Fortune article, our Chief Investment Strategist, Thierry Brunel, shared his insights on the rapid growth of family offices. Highlighting the increasing demand for personalized financial services, Thierry emphasized the value of a multifamily office and the importance of providing a holistic approach to wealth management, integrating investment strategies with family values and long-term goals. Read the article to explore how Matter Family Office and other family offices are growing and

Considerations for Family Business Succession Our founder, Kathy Lintz, was recently featured in Crain Currency for her perspectives on Rupert Murdoch’s succession battle, the contrasting approach of Warren Buffet, and key considerations in estate planning for multi-generational family wealth. Kathy emphasized the importance of only transferring control of assets that one is truly willing to relinquish and the importance of shared values among family members for successful wealth transfers. The article ultimately underscores the complexities of estate planning for family

We are proud to announce that we have been named as one of the Top 10 Financial Advisors in the St. Louis Area by Advisory HQ in 2019. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Matter

For the second year in a row, Matter Family Office was honored to win the “Multi-family Office ($2.5 billion to $5 billion AuM/AuA)” award at the Family Wealth Report Awards 2019 in New York City on March 20th. We are honored to have the opportunity to lead successful families down an intentional path that prioritizes people and helps them navigate the opportunities and complexities of wealth, and we look forward to continuing to redefine what it means to manage wealth.

We are proud to share that Matter is bringing home the Boutique Multifamily Office Executive award from The Family Wealth Alliance Anniversary Awards Gala held on October 17th in Chicago. This award recognizes our Founder, Partner, and Managing Member, Kathy Lintz, as an individual with a distinguished track record of innovation, thought leadership, and management accomplishment. Matter’s talented team and unique service model would not be what it is today without the foundation that Kathy created over decades, and we

We are proud to announce that we have been named as one of the Top 9 Financial Advisors in the St. Louis Area by Advisory HQ on March 12, 2018. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth

Matter Family Office was honored to win the “Multi-family Office ($2.5 billion to $5 billion AuM/AuA)” award at the Family Wealth Report Awards 2018 in New York City on March 9th. We are proud of our work with multigenerational families across the country, and we look forward to remaining a leader in the evolution of the wealth management landscape. According to the Family Wealth Report Awards website, “Winning a Family Wealth Report Award sets organizations and individuals apart from their peers

We are proud to announce that we have been named as one of the Top 9 Financial Advisors in the St. Louis Area by Advisory HQ. Please visit the Advisory HQ site to learn more about how top advisors are selected: http://www.advisoryhq.com/articles/best-rated-financial-advisors-in-st-louis-mo/ Please Note: There are many different awards and rankings presented in the financial advisor industry. Matter Family Office does not, nor has it ever, solicited any third party for awards or recognition, nor pay any type of fee