Insights

Expansion Growth Matter Family Office is actively expanding into North Carolina’s Triangle area, adding managing directors and opening Raleigh-Durham-Chapel Hill offices. This presents a sales opportunity to offer regional wealth management services, succession planning, and integrated family office solutions tailored to high-net-worth families relocating or co-locating assets.

UHNW Knowledge Center Launched a Knowledge Center for ultra high net worth families, signaling a demand for advanced educational resources and bespoke advisory content. A sales angle could be partnerships or curated content subscriptions, highlighting Matter’s expertise in multi-generational planning, tax optimization, philanthropy, and complex family governance.

Strategic Partnerships Recent strategic investment partnership with BW Forsyth Partners indicates openness to capital partnerships and scalable growth. This could translate into co-managed investment programs, joint venture offerings, or capital markets collaboration opportunities for larger family offices seeking diversified strategies.

Awarded Leadership Founder Kathy Lintz received a 2026 Lifetime Achievement Award, reinforcing leadership credibility and market trust. Leverage this narrative in outreach to establish credibility with discerning families, senior advisors, and institutions seeking experienced stewardship and proven track records in wealth planning and governance.

North Carolina Focus New hires and office expansion in North Carolina point to a strategic regional focus. Proactively engage local multi-generational families, family offices, and professional networks with tailored, region-specific services such as succession planning, operating support, and family governance programs aligned with the Triangle market dynamics.

Matter Family Office Tech Stack

Matter Family Office uses 8 technology products and services including iCIMS, WordPress, Egnyte, and more. Explore Matter Family Office's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • WordPress
    Content Management System
  • Egnyte
    File Sharing
  • BillPay
    Payment Processing
  • Animate.css
    UI Frameworks
  • Download Monitor
    Web Platform Extensions
  • Contact Form 7
    Web Platform Extensions
  • FitVids.js
    Web Tools And Plugins

Media & News

Matter Family Office's Email Address Formats

Matter Family Office uses at least 1 format(s):
Matter Family Office Email FormatsExamplePercentage
FLast@matterfamilyoffice.comJDoe@matterfamilyoffice.com
98%
Last@matterfamilyoffice.comDoe@matterfamilyoffice.com
2%

Frequently Asked Questions

What is Matter Family Office's phone number?

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You can contact Matter Family Office's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matter Family Office's official website and social media links?

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Matter Family Office's official website is matterfamilyoffice.com and has social profiles on LinkedIn.

How much revenue does Matter Family Office generate?

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As of July 2026, Matter Family Office's annual revenue is estimated to be $50M - $100M.

What is Matter Family Office's NAICS code?

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Matter Family Office's NAICS code is 52 - Finance and Insurance.

How many employees does Matter Family Office have currently?

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As of July 2026, Matter Family Office has approximately 105 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Partner, Coo: D. L.Managing Partner: M. B.Managing Director: S. C.. Explore Matter Family Office's employee directory with LeadIQ.

What industry does Matter Family Office belong to?

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Matter Family Office operates in the Financial Services industry.

What technology does Matter Family Office use?

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Matter Family Office's tech stack includes iCIMSWordPressEgnyteBillPayAnimate.cssDownload MonitorContact Form 7FitVids.js.

What is Matter Family Office's email format?

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Matter Family Office's email format typically follows the pattern of FLast@matterfamilyoffice.com. Find more Matter Family Office email formats with LeadIQ.

When was Matter Family Office founded?

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Matter Family Office was founded in 1990.
Matter Family Office logo

Matter Family Office

Financial ServicesMissouri, United States51-200 Employees

Matter Family Office operates in the financial services sector, offering a holistic suite of services for families with significant wealth. Its integrated approach combines investment management, wealth planning, family learning and communication, operations, and project management to support goal-driven and values-aligned decision making, inheritance and succession planning, and trust-building among family members. The firm aims to help families manage complexity and maintain alignment between wealth and personal objectives, providing structure and coordination through a multi-family office model.

Headquartered in St. Louis, Missouri, Matter Family Office serves families in and beyond the local market and has expanded its footprint to North Carolina, signaling a regional growth strategy. The organization positions itself as a purpose-driven advisory partner within the financial services industry, with leadership recognizing notable developments such as the appointment of managing directors and formal collaborations. Its Knowledge Center initiative further supports education and understanding of multi-family office structures for its clients.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Matter Family Office's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Matter Family Office's revenue is estimated to be in the range of $50M - $100M

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