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KPMG adds partners across two US family office practices

News Team, 06/06/2019

KPMG LLP has bolstered its US family office offering with the appointment of Tracey Spivey as a partner in  in Dallas and James Revels as a partner in Philadelphia.

Mr Spivey will provide services to family offices and their private business owners in the Dallas-Fort Worth area and nationally.

He joins from accountancy firm Montgomery Coscia Greilich where he was a partner for six and a half years and has wide experience in advising and serving high-net-worth families in the areas of wealth transfer planning, income-tax planning, and tax-return compliance.

Mr Spivey re-joins KPMG as he previously worked f...


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