Building Blocks For Success
Kelly Igoe is a Director in Anchin’s Private Client and Matrimonial Advisory groups. Her focus areas include family office support and matrimonial advisory. She has more than 15 years of experience serving family offices, high net worth individuals and families.
Kelly specializes in providing accounting, tax, and business advisory services to an array of high-net-worth individuals and families. She helps clients as they deal with complex issues, pursue lofty financial goals and plan for transitions in their lives. She is heavily involved with the onboarding of new clients and providing a seamless transition for them as they join the Anchin family and assisting with both the long-term strategies and the day-to-day responsibilities for the benefit of her clients.
As an integral Private Client team member, Kelly works collaboratively with her client’s existing investment, legal and insurance advisors to provide superior service to clients and streamline the financial operations of the families. Her responsive and hands-on approach to clients’ day-to-day functions such as bill payment services, cash flow management and forecasting, tax & financial reporting, payroll, and compliance has resulted in many long-term engagements for the firm.
When communicating with clients, Kelly prioritizes having various meetings or touch point calls throughout the year so that she remains aware of any changes to clients’ personal or family situation. It is important to her that clients feel comfortable with their Anchin advisors and understand how the ever-changing tax laws can impact them, their families, estate, and legacy.
Kelly is actively involved in Anchin’s mentorship program and in Anchin’s Women’s Initiative Group (AWIN) which focuses on the professional development of women within the Firm.