IWP, Matter Family Office Merge to Launch $10B Firm 

Denver-based IWP Family Office and St. Louis, MI-based Matter Family Office will be merging to launch a firm with more than $10 billion in assets under advisement across 140 ultra-high-net-worth families. 

The transaction, which closed in August, will incorporate over 90 employees across offices in St. Louis, Denver, and Dallas-Fort Worth, the company said.  

As part of the deal, IWP Family Office will also become part of Matter Family Office, according to Matter Family Office’s Form ADV Part 2 Brochure. 

The merger was funded by investment firm BW Forsyth Partners, which will continue to remain a minority owner. Last October, BW Forsyth Partners made an undisclosed strategic investment in Matter Family Office.  

Following the investment, BW Forsyth Partners provided capital to fund “organic” growth initiatives, acquisition deals, and cultural programs within the firm. Additionally, BW Forsyth Partners joined Matter Family Office’s board of directors. 

“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,” Charlie Willhoit, principal and president of IWP, said. “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.” 

Following the acquisition, Matter Family Office’s founder Katherine Lintz will be a managing partner, and Willhoit will be CEO and managing partner of the combined firm. 

Lintz launched Matter in 1990, which was originally named KBL Financial. The firm provides investment management, financial planning, tax planning, and risk management. 

IWP Family Office was created in 2005 and offers advanced bill pay, project management, and public and private investment management services, the firm said.