Kathleen Grace Email Address
@gs.com
Managing Director and Family Office and Best-Selling Author and Speaker
Goldman Sachs Asset Management is one of the worldâs leading investment managers.
I lead a team committed to helping clients live their One Best Financial Life™. Our Family Office team specializes in providing you with the tools and advice to help you reach your family financial goals. Acting in a similar capacity as the client’s Chief Financial Officer, we coordinate the overall individual or family lifestyle plan concurrent with the ultimate financial goals. Timely execution and consistent monitoring of your personalized comprehensive plan is paramount to financial success. With over 25 years of experience, I specialize in the following: • Complex Financial and Estate Planning • Multigenerational Affluent Families • Sophisticated Tax Planning • Investment Consulting • Charitable Planning • Risk Management • Succession Planning • Managing Development, Operations and Infrastructure
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