{"podcast":{"title":"The UHNW Institute Podcast","slug":"the-uhnw-institute-podcast-6883548","podcast_index_feed_id":6883548,"rss_url":"https://feeds.captivate.fm/the-uhnw-institute-pod/","website_url":"https://www.uhnwinstitute.org/","image_url":"https://artwork.captivate.fm/bab8bd7e-6928-4462-9e91-4800b3db986d/5Eb2uym2uccENiBv8pRVCOct.jpg","author":"The UHNW Institute","episode_count":29,"summary":"THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financial, investment, governance, estate planning, philanthropy, risk management, leadership, learning and development, health and wellness and family dynamics of the UHNW.","last_synced_at":"2026-07-06T12:18:26.524376+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548"},"episode":{"title":"Building a 100-Year Family Office: Strategies and Insights","slug":"building-a-100-year-family-office-strategies-and-insights","published_at":"2026-05-27T06:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/building-a-100-year-family-office-strategies-and-insights","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://episodes.captivate.fm/episode/41080090-9397-4db8-8505-17964215d840.mp3","summary":"Show Notes In this insightful interview, Kathy Lintz shares her journey from financial education to leading Matter Family Office, emphasizing the importance of purpose, communication, and strategic planning in managing ultra-high net worth families. Discover her approach to family governance, the evolution of wealth management, and how technology is transforming the industry. Chapters 00:00 Introduction to Kathy Lintz and Her Journey 02:47 The Evolution of Financial Planning and Education 05:54 Founding KBL Financial and Working with Athletes 08:59 Transitioning to Matter Family Office 11:47 Understanding Client Needs and Family Dynamics 14:56 Building a Strong Firm Culture 17:54 The Role of Technology in Wealth Management 20:56 Advice for Aspiring Wealth Managers Guest links LinkedIn - https://linkedin.com/in/kathylintz Website - https://matterfamilyoffice.com/","meta_description":"Show Notes In this insightful interview, Kathy Lintz shares her journey from financial education to leading Matter Family Office, emphasizing the importan…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1387,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/building-a-100-year-family-office-strategies-and-insights/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/building-a-100-year-family-office-strategies-and-insights.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}