Matter Family Office

Overview

Matter Family Office reports $10 billion in assets under advisement, more than 35 years serving families, and more than 140 core client families. The firm reports 100% private ownership and describes its work as fee-only and fiduciary, with compensation received through fees rather than product sales or commissions.¹⁴

The SEC’s Investment Adviser Public Disclosure system lists MATTER FAMILY OFFICE, CRD 106806, as SEC approved, with an effective date of December 14, 1990.³

History

Katherine B. Lintz founded KBL Financial in 1990. That business later became Matter Family Office, which evolved from serving first-generation wealth creators and adopted the Matter Family Office name in 2012.⁴

Matter entered a long-term strategic partnership with BW Forsyth Partners in 2024 and merged with IWP in 2025. The merger added accounting, tax, reporting, project-management, and investment capabilities.⁴

Timeline

1. 1990The SEC’s Investment Adviser Public Disclosure system lists MATTER FAMILY OFFICE, CRD 106806, as SEC approved, with an effective date of December 14, 1990.
2. 2012That business later became Matter Family Office, which evolved from serving first-generation wealth creators and adopted the Matter Family Office name in 2012.
3. 2024Matter entered a long-term strategic partnership with BW Forsyth Partners in 2024 and merged with IWP in 2025.

Leadership

Katherine B. Lintz is Matter’s Managing Partner and Founder. Charlie Willhoit is Chief Executive Officer. The team page also lists Jerrel Armstrong as Partner and Chief Investment Officer, Courtney Pullen as Chief Family Learning Officer, and Kirby Ott as Partner and Chief Client Officer.⁵

Services

Matter’s service platform includes Family Operations, Wealth Planning, Investment Management, Family Learning and Communication, and Project Management.⁶

Family Operations covers bill payment, bookkeeping and accounting, tax coordination, financial reporting, insurance coordination, payroll and compliance, and cash-flow planning.⁷

The firm’s SEC relationship summary describes services including investment and cash-flow management, estate and financial planning, family learning and communication, and consulting.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance

Client Focus

Matter says it serves ultra-high-net-worth individuals and families across the United States. Its client groups include multigenerational families, entrepreneurs, rising-generation members, corporate executives, families in transition, and single-family offices.⁸

The firm’s SEC relationship summary says it primarily serves high-net-worth individuals, families, and their small businesses.²

Approach

Matter describes its approach as interdisciplinary, client-centric, integrated, comprehensive, and customized. The firm focuses on helping families make informed decisions and prepare for the path ahead.⁶¹

Matter reports that it acts as a fiduciary and does not sell products or receive commissions.⁴

Assets

Matter reports $10 billion in assets under advisement and more than 140 core client families.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in St Louis

  This St. Louis directory helps readers compare how multifamily offices present their services and client focus. Although Matter Family Office serves families across the United States, the page offers a regional reference point for evaluating investment management, planning, fiduciary support, administration, and insurance coordination.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains tax rules and planning considerations that may affect concentrated holdings, business sales, or investment changes. Its guides can help a family assess questions to raise about tax planning alongside investment management and broader financial planning.

• Network siteFamilyOffices.com

  FamilyOffices.com provides educational resources and a community focused on single family offices and wealthy families. Readers considering a multifamily office can use it to understand common governance, investment, administrative, and fiduciary topics before discussing their family's needs with a United States based provider.

• GuideMultifamily office fees

  The multifamily office fees page outlines common ways these firms may charge for advice and administration. It gives prospective clients a starting point for comparing costs, asking how investment management, financial planning, tax work, trust services, bill pay, and insurance support may be priced.

• Similar firmsCommerce Family Office
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  Profiles for Commerce Family Office, Argos Family Office, and ArchBridge Family Office offer additional examples of firms serving wealthy families. Reviewing these pages beside Matter Family Office can help readers compare service categories, stated client focus, and geographic reach when building a shortlist.

Sources

1. Matter Family Office
2. SEC Form CRS for Matter Family Office
3. SEC Investment Adviser Public Disclosure: Matter Family Office
4. Matter Family Office: Who We Are
5. Matter Family Office: The Matter Team
6. Matter Family Office: What We Do
7. Matter Family Office: Family Operations
8. Matter Family Office: Ultra-High-Net-Worth Family Office

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.