Kelly Nelson is the managing principal of the Seattle market as well as a tax partner in Baker Tilly’s private wealth practice. Kelly has more than 20 years of experience working closely with high-net-worth individuals, families, family offices and family businesses. Growing up in a large family herself, with more than 50 first cousins, Kelly acquired certain people and negotiation skills that she continues to use to help her clients achieve their goals. She learned to understand what moves or motivates people, how to support her family members in achieving their goals, and how to navigate distinct personalities, multiple generations and even difficult family dynamics.
Given Kelly’s love of her Mexican-American family and a natural empathy combined with a head for business, it’s no surprise that she chose to focus her career on supporting affluent multi-generational families, family offices and family businesses.
- Collaborates with high-net-worth individuals, families and their advisors on multigenerational wealth planning
- Provides strategic tax, compliance and trust, gift and estate planning services to help clients optimize their tax strategies and enhance their financial and estate plans
- Preserves harmony among family members and across generations using several consulting services such as family meeting facilitation, conflict management, family governance, family growth strategy and succession planning
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
- Washington Society of Certified Public Accountants, board member
- Washington Society of Certified Public Accountants – diversity, equity and inclusion council, chair
- St Michael Medical Center, past chair
- St Michael Medical Center Foundation, past vice chair
Location
Seattle, WA
Education
Bachelor of Arts in business administration and accounting (cum laude)
University of Washington