ACCLAIM | FAMILY WEALTH REPORT RECOGNIZES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY
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Lifetime Achievement Award Winner Katherine Lintz on the Future of Family Wealth What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them? In the next decade, wealth management firms will need to help families navigate in‑ creasing complexity in every part of life. This ranges from investment management to business transitions, private investments, estate planning, philanthropy, tax complexity and the human side of wealth transfer. We must also view this increasing complexity against a backdrop of one of the largest intergenerational wealth transfers in history. As we anticipate this historical event, one of the biggest challenges will be preparing families across generations. In this context, communication, education and shared purpose will be central to a successful transition. Accordingly, we spend a great deal of time helping families consider governance and decision-making, while preparing future generations for responsibility and inheritance. Matter Family Office wealth management services were built on a fully integrated model. Families do not experience their lives in silos, so they should not receive advice that way. Our robust platform brings together all the pieces of family office support under one roof. With the recent combination of Matter and IWP Family Office, our platform is now both deeper and wider with more talent, resources and technolo‑ gy platforms to serve families across generations, while we remain independent and relationship-driven. Where do you draw inspiration for innovation — within the wealth industry or beyond it?
Katherine Lintz Founder & Managing Partner Matter Family Office
I draw inspiration from listening to and learning from our client families and my own family. Every decade brings a new set of opportunities, challenges and lessons. Today, many families are navigating relationships across three and four living generations, and in some cases soon five. That creates a richness and depth to the family experience unlike anything we have seen before. Our work is centered on helping families see around corners and prepare thoughtfully for what lies ahead. We want families to develop the communication skills, perspective and intentionality needed to enjoy life’s great moments together. Those same skills and shared wisdom also become stabilizing pillars during periods of transition or difficulty. That is where I find the greatest inspiration in this profession. What does winning this award mean to your firm, and how will you use this recognition going forward?
Winner • Marketing or PR Campaign • Lifetime Achievement - Kathy Lintz
Receiving the Family Wealth Report 'Lifetime Achievement' Award is deeply meaning‑ ful to me. It reflects the work of many people over many years. Matter began in 1990 with a small team and a belief that families deserved independent advice built around their long-term goals and values. Over the years, we have grown thoughtfully, but our mission has stayed the same. I am especially grateful to the colleagues, clients and partners who helped shape Matter Family Office and for their trust in our vision along the way. This recognition is also an opportunity to advance the conversation around integrated family office services and the importance of preparing families for the responsibilities that come with wealth. We still believe the best work in this profession is built on relationships, trust and a long-term perspective.