Getting Into What Matters For HNW Families – An Interview With Kathy Lintz

The following article is adapted from a podcast interview carried out by regular Family Wealth Report contributor, Joe Reilly, head of Circulus Group, Family Office Network based in Greenwich, Connecticut. The interview was initially broadcast on the Private Wealth podcast, hosted by the Ultra High Net Worth Institute.

About the role

Kathy Lintz, a member of the board of directors at the Ultra High Net Worth Institute and a prominent figure in the North American wealth management sector, shares insights on her career journey and the evolution of Matter Family Office.

Responsibilities

• Helping families create and manage financial plans, particularly for young athletes and business owners.
• Building and managing a multi-family office focused on integrated planning, family wellbeing, governance, and philanthropy.
• Developing and implementing educational programs for families and employees.
• Collaborating with top-tier professionals in estate planning, accounting, and investment management.

Requirements

• A degree in finance or a related field.
• Experience in fee-only financial planning and comprehensive financial planning.
• Strong leadership skills and ability to mentor and lead a team.
• Ability to work with high-net-worth individuals and families across various industries.

Qualifications

• Passionate about helping families navigate complex financial and personal decisions.
• Experienced in creating and managing financial plans for multi-generational families.
• Knowledgeable in integrated wealth planning, including tax strategies, estate planning, and asset allocation.
• Excellent communication and interpersonal skills to facilitate family meetings and discussions.

Skills

• Strategic thinking and problem-solving abilities.
• Strong organizational and time-management skills.
• Ability to build and maintain strong client relationships.
• Proficiency in financial planning software and tools.

Benefits

• Competitive compensation package.
• Inclusive and supportive work environment.
• Opportunities for professional development and growth.
• Flexible work arrangements to support family life.

Pay

Competitive salary and benefits package tailored to individual performance and experience.

Schedule

Full-time position with flexible working hours to accommodate family commitments.