Kate Anderson is a tax principal in Baker Tilly’s private wealth practice. Kate works collaboratively with clients and their advisors to support high-net-worth and ultra-high-net-worth families and their family offices. She provides them with a wide range of services, including strategic tax planning and preparation, family controllership and financial reporting, bill pay, wealth transfer planning, risk management, estate planning, philanthropy, family governance and family education.
- Has extensive expertise in tax and transaction planning for high-net-worth and ultra-high-net-worth individuals and their families
- Provides holistic and integrated family wealth advisory services for multigenerational families. Uses team approach to surround client families with best-of-class professional services
- Performs family meeting facilitation to encourage family member connection and personal involvement and investment
- Assists families through formulating strategic, forward-looking, long-term succession planning
- Specializes in trusts and estates and wealth transfer planning
- American Institute of Certified Public Accountants
- Estate Planning Council of Seattle
- Seattle University Planned Giving Committee
- Washington Society of Certified Public Accountants