Merger · Activity not yet classified
IWP Family Office
Transaction overview
Reported completed
Matter Family Office and IWP Family Office announced their merger on November 17, 2025. The release identifies August 8, 2025 as the transaction closing date. BW Forsyth Partners funded the combination. Katherine Lintz was to serve as managing partner, and Charlie Willhoit as chief executive officer and managing partner. The release did not disclose consideration or ownership percentages.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Matter Family Office and IWP Family Office Combine to Offer One of the Most Comprehensive Family Office Solutions for Ultra-High Net Worth Families ↗
Official source website · Published Nov 17, 2025
Matter Family Office and IWP Family Office announced their merger on November 17, 2025. The release identifies August 8, 2025 as the transaction closing date. BW Forsyth Partners funded the combination. Katherine Lintz was to serve as managing partner, and Charlie Willhoit as chief executive officer and managing partner. The release did not disclose consideration or ownership percentages.