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...