Sustainability Guides Leadership Transition for Matter Family Office

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Matter Family Office restructures leadership and ownership of the firm to provide clarity for the future. The newly-formed Board of Managers creates sustainability, ensuring Matter’s ability to support client families for generations.

“The new structure provides clarity to our associates and encourages continued great passion for all of us to work with our families deeply across generations.” -Kathy Lintz, Founder and Member, Board of Managers

Matter Family Office, one of the largest independent multi-family offices in the country, with offices in St. Louis and Denver, announced a significant leadership transition today in a letter to its clients.

“Today, we announce a restructuring of our governance and ownership,” said the letter, signed by the new Board of Managers. “We have transitioned from a firm led by a CEO and a Managing Partner to one led by a Board of Managers.”

The four-person Board of Managers will be made up of Katherine B. Lintz, CFP®, J. Eric Lawrence, Whitney M. Kenter, CPA, and Brian J. Fernandez, JD, CPA. In addition, Ryan M. Blackburn, CFP®, and Kirby T. Ott, MBA, have become new owners, bringing the number of owners to 11.

“I have always focused on building a sustainable, independent firm to serve families for generations,” said Lintz, who founded the firm as KBL Financial in 1990 and has served as Matter’s CEO. “The new structure provides clarity to our associates and encourages continued great passion for all of us to work with our families deeply across generations.”

“We have followed our own advice in terms of sustainability planning,” said Lawrence, Partner and Managing Member. “With these changes, current and future ownership of our firm will remain with our associates and management, ensuring our independence and providing flexibility and continuity as we work with our families through the years ahead.”

“As well, employees can see our commitment to their paths for advancement and engagement,” said Lawrence, who previously served as Managing Partner.

“Smooth leadership transitions are rare with privately-held advisory firms such as Matter,” noted Tom Livergood, Founder and CEO of The Family Wealth Alliance. “Not only have they achieved this, but they have also affirmed their continuity as an independently-owned firm. This ensures a smooth and transparent transition for their clients as well as employees. There is great comfort and wisdom in this approach.”

Matter Family Office, with offices in St. Louis, MO, and Denver, CO, is an SEC-registered investment advisory firm managing over $5 billion in net worth for families in 20 states. Matter Family Office’s 32 associates provide industry leading services including non-conflicted investment management, financial advice, and family office services.

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Celeste Doerwaldt
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