Family Wealth Report
Getting Into What Matters For HNW Families – An Interview With Kathy Lintz
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Interview with Kathy Lintz
About the Interview
This article is adapted from a podcast interview carried out by Joe Reilly, head of Circulus Group, Family Office Network based in Greenwich, Connecticut. The interview was broadcast on the Private Wealth podcast, hosted by the Ultra High Net Worth Institute.
About Kathy Lintz
Kathy Lintz is a member of the board of directors at the Institute and a prominent figure in the North American wealth management sector. This year, she won a Family Wealth Report Lifetime Achievement Award.
Background
Kathy Lintz began her financial services career at Chase Manhattan Bank in New York City, where she helped develop one of the nation's first financial education and planning programs at the Chase Exchange. This experience inspired her to become an early holder of the CFP certificate and build a fee-only comprehensive financial planning practice in St Louis.
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In 1990, she founded the firm that would become Matter Family Office, growing it into a leading multi-family office focused on independent investments, integrated planning, family wellbeing, governance, and philanthropy. She has a BA in history from Duke University.
Career Highlights
- Chase Manhattan Bank: Developed financial education and planning programs for consumers, particularly women.
- Founding of KBL Financial: One of the early fee-only financial planning firms, working with sports agents and their young athlete clients.
- Matter Family Office: Evolved into a multi-family office, serving complex, multi-generational families.
Key Points from the Interview
- Financial Education: Kathy was motivated by the need to help people make good financial decisions, inspired by her own family's experience with poor investment choices.
- KBL Financial: Started in 1990 with 22 baseball and football players and two broadcasters.
- Matter Family Office: Transitioned from a planning and investment shop to focusing on family operations and integrated wealth planning.
- Family Learning and Communication: Developed a robust curriculum over 25 years to teach families about finance and decision-making.
- Culture and Vision: Emphasizes a culture of positive intent, respect, and fun within the firm and with clients.
- Challenges and Decisions: Highlighted the challenge of finding the right capital partner and adapting to new technology.
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Advice for Aspiring Professionals
Kathy encourages those aspiring to work in family offices or private wealth management, emphasizing the honor and passion involved in this work.
This Markdown format presents the original interview content in a structured and readable manner, highlighting key sections and quotes from Kathy Lintz.
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