Matter Family Office

We help families thrive for generations.

Financial planner in Denver, CO (show on map)

Matter Family Office provides an integrated suite of family office services to support wealth management, family operations, investment strategies, and legacy planning for ultra-high-net-worth families.

Call (303) 552-0900

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About

Matter Family Office, founded in 1990 by Katherine Lintz, is a privately held, multidisciplinary firm serving ultra-high-net-worth families across the U.S. with integrated services including family operations, wealth planning, investment management, family learning & communication, and project management. The firm emphasizes a people-first culture, independence, private ownership, and generational diversity, supported by a team of 90 members and partnerships with firms like Asset Consulting Group and BW Forsyth Partners.

Matter merged with IWP in 2025 to expand its capabilities and client base.

People-First Culture

Independence and Fiduciary Responsibility

Private & Sustainable Ownership

Generational Diversity

Multidisciplinary Expertise

Services

Family Operations

Matter handles essential operations with precision – from bill pay and accounting to tax coordination and financial reporting – so clients can focus on what matters to them.

Bill Pay Administration Bookkeeping and Accounting Services Tax Compliance Coordination and Execution Comprehensive Financial Reporting and Oversight Concierge Project Management

Wealth Planning

Matter provides the insights, information, and expertise needed to navigate the nuances of clients' financial worlds and execute to realize their goals.

Strategic Wealth Planning Investment Portfolio Guidance Legacy and Succession Planning

Family Learning & Communication

Matter guides families on an intentional path grounded in purpose, shared values, financial literacy, and great communication.

Vision, Values, and Purpose Alignment Communication Skills Development Family Meetings & Governance Lifelong Learning Programs Family Charters and Governance Planning

Project Management

Matter oversees complex projects and transitions across generations, real estate, businesses, and advisors, ensuring alignment and seamless execution.

Complex Project Oversight Inter-Generational Transition Management Real Estate and Business Project Coordination Advisor Integration and Communication

Credentials & Certifications

Founder and Managing Partner

Since 1990

Frequently Asked Questions

What is Matter Family Office's approach to family learning and communication? +

Matter guides families on an intentional path grounded in purpose, shared values, financial literacy, and great communication, helping them articulate vision, values, and purpose, develop communication skills, facilitate family meetings, and provide lifelong learning programs.

How does Matter handle family operations and bill pay? +

Matter oversees essential operations with precision – from bill pay and accounting to tax coordination and financial reporting – ensuring clients can focus on what matters to them.

What is Matter's investment management strategy? +

Matter provides strategic planning, disciplined asset management, manager selection, consolidated reporting, and ongoing communication to align investments with clients' vision, values, and wealth goals across all market cycles.

How does Matter support project management for complex family transitions? +

Matter oversees complex projects and transitions across generations, real estate, businesses, and advisors, ensuring alignment and seamless execution through dedicated project management services.