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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-1990
- Office Locations
- 9
Office Locations
About Matter Family Office
Matter Family Office is a privately held multifamily office serving multigenerational families, providing integrated family office operations (bill pay, accounting, tax coordination, and financial reporting) alongside investment management and project management for complex transitions across real estate, businesses, and advisors. The firm brings an interdisciplinary approach and has 35+ years serving families; it recently combined with IWP Family Office under the Matter brand.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATHERINE BANNING LINTZ
Board of Directors, Financial Consultant, Managing Partner
- CRD
- #4358913
- Ownership
- 10% but less than 25%
CHARLES ALEXANDER WILLHOIT
Board of Directors, Chief Executive Officer, PARTNER, Principal
- CRD
- #2773302
- Ownership
- 10% but less than 25%
Showing 2 of 11 owners & executives
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JERREL LEE ARMSTRONG
--
- CRD
- #2818688
MADISON CHRISTA ATHERTON
Financial Consultant
- CRD
- #6561846
Showing 2 of 50 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $599,753,782 | $2,237,887 |
| Non-Discretionary | $3,211,299,908 | $1,535,038 |
| Total | $3,811,053,690 | $1,614,853 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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