Deals Of The Day: The Latest In Wealth Management M&A – Matter Family Office, Forsyth Partners

Editorial Staff

11 October 2024

Matter Family Office, Forsyth Partners
BW Forsyth Partners has taken a strategic stake in US-based Matter Family Office, an organization with $3.4 billion in AuM.

This is the seventh portfolio company that Forsyth has taken, according to a press release from the investment firm. The size of the investment stake wasn’t disclosed.

Matter Family Office is a private wealth management firm and multi-family office which was founded in 1990 by Kathy Lintz, who is also its managing member and partner.