Our People

Contact Christy
Download vcard

Christy Complo, JD, CPA

Associate Director of Family Office Services

Christy Complo has more than 25 years of experience providing income and estate tax planning, consulting, compliance services and wealth management planning to high-net-worth individuals and their families.

Complo has an extensive background working with families through challenges they may face. She has knowledge in creating a structure to manage family wealth that promotes legacy, vision and values.

Areas of Focus

  • Family office
  • Financial and estate planning
  • Income tax planning and consulting
  • Philanthropic planning
  • Trust, gift and family partnership planning

Education

  • University of Illinois College of Law, Juris Doctor
  • Arkansas State University, Bachelor of Science in Accounting

Industries Served

  • Entrepreneurs
  • High-net-worth individuals
  • Multi-generational families

Affiliations