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Matter Family Office

matterfamilyoffice.com Layer unknown

Matter Family Office is a multifamily office providing integrated wealth management services to ultra-high-net-worth families. It offers investment management, wealth planning, family operations, family learning, and project management.

Matter Family Office is a family office headquartered in United States, founded in 1990. $10B assets under advisement under management, as it reports.

“We’re long-term investors focused on assets with great potential to achieve your family’s objectives and support your legacy.”

— Matter Family Office, own website
Layer
Layer unknown
Type
Family office
Stage
Not applicable
Headquarters
United States
Invests in
U.S.
Founded
1990
Assets under management
$10B assets under advisement
How to reach it
Its contact page on its own site

Team, as Matter Family Office publishes it

  • Katherine B. Lintz, CFP ® Managing Partner, Founder
  • Charlie Willhoit Chief Executive Officer
  • Jerrel Armstrong, MBA Partner, Chief Investment Officer
  • Thierry J. D. Brunel Partner, Chief Investment Strategist
  • Christopher Hunter, JD Partner, Chief Legal & Compliance Officer
  • Darryl LaRue, MBA Partner, Chief Strategic Operations Officer
  • Kirby Ott, MBA Partner, Chief Client Officer
  • Courtney Pullen Chief Family Learning Officer
  • Lisa Y. Hauck, CFP ® Partner - Operations
  • Matthew A. Kuykendall Partner - Technology & Operations
  • Ned Rollhaus, CFA, MBA Partner
  • Margaux H. Roth, CFP ® Partner

Names and roles exactly as listed on matterfamilyoffice.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Matter Family Office publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

Is this record wrong or stale?
— it reaches us directly, no email address to look up.

Record 8312 · added 2026-09-29 · link last verified 2026-10-21 · confidence high

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