Firm Sees Positive Business Outcomes as it Meets the Challenge of the Changing Role of Women in Ultra High Net Worth Families
ST. LOUIS, MO / ACCESS Newswire / March 25, 2025 / Women now control 32% of global wealth, yet they remain underrepresented in financial leadership and underserved by traditional family offices. While many firms struggle to adapt, Matter Family Office has led a transformation in wealth management by prioritizing female and all generational leadership, advisor development and specialized learning programs designed for ultra-high-net-worth (UHNW) women for more than two decades.
Under the leadership of Managing Partner, Kathy Lintz, Matter Family Office is a rare example of a firm where women thrive at every level-as both advisors and clients. With a workforce that is 50% female, far exceeding the industry average of 18%, the firm has built a model that aligns wealth with legacy, purpose and personal fulfillment.
"Women are not just wealth holders. They are leaders, stewards and visionaries," said Lintz. "Matter Family Office is creating a new standard for family offices by ensuring women are at the center of leadership, advisory services and client experience."
Women in Leadership at Matter Family Office
Matter Family Office's approach to leadership development has driven growth in assets under management, client retention and employee satisfaction, proving that responding to client trends with tailored programs and knowledgeable advisors who are trained to meet the needs of an increasingly female client base is good for business.
The firm's success was highlighted at the 2025 UHNW Institute's Human Capital Practice Management Clinic, where Lintz led a discussion on the importance of combining technical expertise with interpersonal skills-a principle embedded in the firm's approach to advisor training.
"Our advisors are more than technical experts. They are thought partners," said Courtney Pullen, chief learning officer at Matter Family Office. "For UHNW women, financial planning is deeply personal. It is about preparing the next generation, maintaining family values and ensuring wealth serves a greater purpose."
Client Learning Programs Designed for UHNW Women and Their Families
As more women create, inherit and manage wealth, they are demanding a more personalized and values-driven advisory experience. In particular, women tend to conflate financial security with family security and care.
Matter Family Office has developed more than 25 proprietary learning programs designed to help women and their families navigate values-driven financial decision-making with confidence.
Learning Programs That Support Women in Wealth
Wealth Integration Workshops help women build a stronger, more empowered relationship with money
Leadership and Communication Training is tailored to the experiences of female wealth holders
Facilitation Programs for Women help female clients articulate and achieve their financial goals
New Couples Program supports women and men navigating wealth discussions with partners
Planning for Loss Program prepares female clients for legacy and intergenerational wealth transitions
Matter Family Office takes a unique approach by encouraging its own advisors to complete these learning programs before offering them to clients, reinforcing a culture of ongoing professional and personal development.
"At Matter Family Office, we 'eat our own cooking,'" said Pullen. "The tools we offer to families are the same ones we use ourselves. This ensures our advisors are uniquely prepared to serve UHNW women with insight, empathy and expertise."
The Future of Women and Wealth Management
Matter Family Office's pioneering model is reshaping the family office industry, ensuring that women-both as clients and advisors-are fully equipped to lead in wealth management.
"Women do not just need financial advisors. They need trusted partners," said Lintz. "Matter Family Office is building a wealth management experience where women are at the center of every conversation, strategy and decision."
As the firm expands its influence, its client centered approach proves that elevating women in wealth is not just a competitive advantage-it is the future of family offices.
For more information on Matter Family Office visit https://www.matterfamilyoffice.com/what-we-do/.
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About Matter Family Office
Founded in 1990, Matter Family Office is an independent multi-family office that empowers ultra-high-net-worth families to achieve long-term success. Through an integrated, personalized approach to wealth management, Matter serves as a strategic partner, guiding families to navigate wealth complexities, make informed decisions and build enduring legacies. Learn more at Matter Family Office. Advisory services are offered by Matter LLC, dba Matter Family Office, which is a registered investment adviser."
Media Contacts:
Tammy Cancela
TrizCom PR on behalf of Matter Family Office
tammy@trizcom.com
972-898-8413
Jo Trizila
TrizCom PR on behalf of Matter Family Office
jo@trizcom.com
214-232-0078
SOURCE: Matter Family Office
View the original press release on ACCESS Newswire
