Building a 100-Year Family Office: Strategies and Insights

Show Notes In this insightful interview, Kathy Lintz shares her journey from financial education to leading Matter Family Office, emphasizing the importance of purpose, communication, and strategic planning in managing ultra-high net worth families. Discover her approach to family governance, the evolution of wealth management, and how technology is transforming the industry. Chapters 00:00 Introduction to Kathy Lintz and Her Journey 02:47 The Evolution of Financial Planning and Education 05:54 Founding KBL Financial and Working with Athletes 08:59 Transitioning to Matter Family Office 11:47 Understanding Client Needs and Family Dynamics 14:56 Building a Strong Firm Culture 17:54 The Role of Technology in Wealth Management 20:56 Advice for Aspiring Wealth Managers Guest links LinkedIn - https://linkedin.com/in/kathylintz Website - https://matterfamilyoffice.com/