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/