IWP Family Office

IWP Family Office

IWP Family Office was established in 2005 by Charlie Willhoit. His background in institutional equity research and multi-family investing shaped the firm’s focus on fee-based wealth stewardship for entrepreneurial families. The firm deploys capital across public markets, private equity, real estate, private credit, and philanthropic vehicles. It also holds commodities and distressed positions. Confirmed holdings include the Community Solutions Large Cities Housing Fund and residential parcels in Falmouth, Maine. Geographic reach centers on North America with additional exposure through fund-of-funds commitments. Growth-stage direct investments and co-investments form part of the mix alongside traditional allocations. The team numbers professionals across investment, legal, and advisory roles. In November 2025 IWP merged with Matter Family Office, creating a combined entity with $10B AUA. Charlie Willhoit serves as CEO and Managing Partner of the merged firm while Katherine Lintz joined as Managing Partner. Adjacent vehicles include participation in the Global and National Security Institute and membership in the Civic Alliance. A structural differentiator is the hybrid model that integrates internal investment management with external professional networks. This setup allows coordinated access to both direct real-asset deals and specialized mandates in military technology and cybersecurity.