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.Chapters00:00 Introduction to Kathy Lintz and Her Journey02:47 The Evolution of Financial Planning and Education05:54 Founding KBL Financial and Working with Athletes08:59 Transitioning to Matter Family Office11:47 Understanding Client Needs and Family Dynamics14:56 Building a Strong Firm Culture17:54 The Role of Technology in Wealth Management20:56 Advice for Aspiring Wealth ManagersGuest linksLinkedIn - https://linkedin.com/in/kathylintzWebsite - https://matterfamilyoffice.com/
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