Growing up in a large family as Kelly Nelson did—with more than 50 first cousins alone—requires certain survival skills. Understanding what moves or motivates people. Navigating among distinct personalities and multiple generations. And managing sometimes-difficult family dynamics.
Over time, you get really good at it.
Given Kelly’s love of family, and a natural empathy combined with a head for business, it’s not surprising that she chose to focus her career in support of families. Affluent multi-generational families. Family offices. Family businesses.
As a principal in Bader Martin’s tax practice and director of the firm’s high net worth practice group, Kelly works collaboratively with clients and their advisors on multi-generational wealth planning. She provides them with a range of services, including strategic tax and estate planning, retirement planning, family office, family meeting facilitation, business and fiduciary tax compliance, succession planning and business consulting, to name a few. She demonstrates a rare ability to develop and maintain an overall plan for the family while preserving harmony among family members and across the generations.
Kelly is also a leader in the firm’s technology practice group. She is a trusted advisor for software, SaaS and other technology companies, as well as technology executives and angel investors.
- Multi-generational wealth planning
- Strategic tax planning
- Estate planning
- Business and fiduciary tax compliance
- Family office services
- Family meeting facilitation
- Retirement planning
- Succession planning
- Family and closely held business consulting
- Technology ventures and their executives and investors, with an emphasis in software and SaaS
- Certified Public Accountant (CPA), Washington
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
- Kitsap Estate Planning Council
- Harrison Medical Center, Board Chair
- Past Vice Chair, Harrison Medical Center Foundation
- Bachelor of Arts in Business Administration/Accounting, University of Washington