Your Team of Expertise

Kathy Reich, Founder and CEO

Kathy Reich CA, CMA, CFP, CPCC is a seasoned financial professional whose diverse set of leadership skills provide her with an extraordinary perspective for her clients.

Her intimacy with the issues families face is both personal and professional. As a Certified Life Coach, Kathy is uniquely qualified to help your family successfully navigate the minefields and obstacles of managing sensitive family dynamics.

Combined with her 25 years of experience as a Professional Tax Accountant, Chartered Accountant, CFO and Executive, Kathy offers her clients a diverse and unique service: Chief Family Financial Officer.

Your Family Office Team

We offer a unique range of services for family wealth transition.  Our team of professionals provide our clients with years of experience in wealth transition, estate planning, tax, accounting, investments, bookkeeping, event management, coaching, mediation and human resources.

If you are interested in joining our team, please email your resume to:

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Our recommended
reading list