Two leading independent family offices, Matter Family Office and IWP Family Office, announced that they are merging to form a single integrated firm focused on ultra-high-net-worth (UHNW) multigenerational families. The move brings together more than 90 professionals across three locations: St. Louis, Denver, and Dallas-Fort Worth. It combines their assets under advisement at over $10 billion for more than 140 families nationwide.
The combined entity will deliver an expanded suite of services, blending deep public and private investment capabilities, comprehensive family office administration, and a dedicated culture and learning platform for families. The merger is backed by an investment from BW Forsyth Partners, an evergreen capital firm specialising in support for founder-led businesses, which will provide strategic capital to drive the scalable growth of the new platform.
Leadership of the new organisation will consist of Katherine Lintz, founder and managing member of Matter, who will become managing partner, and Charlie Willhoit, founder and president of IWP, who will serve as chief executive officer and managing partner. The two leaders emphasise client-centred continuity, collaboration, and long-term servicing of multigenerational families.
The two firms highlight their combined credentials: Matter, founded in 1990, offers investment management, strategic wealth planning, family governance, and philanthropic consulting across its St. Louis, Dallas-Fort Worth, and Denver offices. IWP, founded in 2005 in Denver, focuses on ultra-high-net-worth families and offers technology-driven administration, investment services, and daily financial management.
With the merger now closed (IWP’s prior transaction having closed on August 8, 2025), the merged firm positions itself as a “forever” multi-family office — offering end-to-end services designed to help families grow and preserve wealth, align values and manage day-to-day financial complexity with continuity.
KEY QUOTES:
“This merger is about expanding our ability to serve families with greater breadth and depth,”
Katherine Lintz, Founder and Managing Member, Matter Family Office
“Joining forces with Matter Family Office and partnering with a long-term capital partner in BW Forsyth is an incredible next step in the evolution of our firm. With the combination of IWP and Matter, we are bringing expanded UHNW investment services, in-depth family office administration, and proprietary family-centric learning and communication programs under one roof. The ability to integrate these pillars of family office management and execute for our clients is game-changing.”
Charlie Willhoit, Founder and President, IWP Family Office
