Kelsey leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients.
Kelsey joined Sentinel Trust from a Houston-based boutique wealth preservation law firm, where she combined high-end tax, estate, and business planning to craft sophisticated yet practical wealth planning solutions for multi-generational families. A talented attorney, she excels at distilling complicated and multi-step legal and tax structures into manageable and actionable plans.
Kelsey is active with her college and law school alumni networks serving the community and participates in trust and estate study groups locally.
- Associate Attorney, Farner & Perrin, LLP, Houston, TX (2014–2018) – Responsibilities included drafting estate planning documents, overseeing the administration of trusts and creating trust accounts, and assisting in the preparation of individual, trust, estate, and business tax returns.
- State Bar of Texas, Member
HOUSTON, Dec. 19, 2019 – Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce several officer promotions effective January 1, 2020: Julie A. McCaughey, JD, is promoted to Managing Director, General Counsel and Director of Human Resources, Shareholder. Anne-Lise A. Wiegand, CPA, is promoted…