On November 17, 2025, Matter Family Office announced its merger with IWP Family Office.
Matter Family Office (“Matter”) announced, on November 17, 2025, its merger with IWP Family Office (“IWP”). Under the terms of the transaction, Katherine Lintz, founder and managing member of Matter, will serve as managing partner of the new firm, and Charlie Willhoit, founder and president of IWP, will serve as chief executive officer and managing partner of the new firm. Further terms of the deal were not disclosed.
Matter, based in St. Lous, Missouri, is a registered investment advisor offering investment management, strategic wealth planning, family learning and governance, tax, project management, and philanthropic consulting. Matter has approximately $3.6 billion in total assets.
IWP, based in Denver, Colorado, is a registered investment advisor offering advanced bill payment, comprehensive reporting, wealth planning, project management, and public and private investment management services. IWP has approximately $3.9 billion in total assets.
To read the press release: please click here.