Orlando, FL 32801
Kellie provides integrated and customized advice across all elements of wealth management for client families, including transfer tax planning, wealth transfer and succession planning, family business planning, fiduciary administration, lifestyle management, philanthropy, and family governance. With over a decade of experience in both private practice and the family office, Kellie serves as a firm-wide resource on advanced estate planning techniques and best practices for fiduciary administration. Prior to joining Biltmore Family Office, Kellie served in a dual role as Trust Advisor and Family Wealth Advisor for GenSpring Family Offices, guiding both advisors and client families on sophisticated wealth transfer and succession planning issues as well estate administration matters. Kellie began her career as an estate planning attorney for a boutique Florida law firm specializing in transfer tax planning, succession planning, special needs trust planning, and charitable planning. Kellie was a Harcourt Scholar at Rollins College, graduating summa cum laude with a Bachelors of Arts degree in Political Science, and earned her JD with high honors from the Florida State University College of Law.