Kathleen Boyle

As a Senior Family Advisor and Advisory Department Team Lead at Parcion Private Wealth, Kathleen works with multi-generational families to identify their key values and goals, building strategic wealth management plans around those tenets. Kathleen brings expertise in advanced planning, including cash flow modeling, wealth transfer strategies, tax mitigation analyses, lending solutions and philanthropic planning, in addition to risk mitigation and portfolio optimization. When partnering with clients who are preparing to sell a business or with families experiencing first-generation wealth, Kathleen understands that relationships come first. She focuses on building a successful team for her clients and working closely with their trusted advisors to form a cohesive and prudent plan for both prior to and following a transaction. She advocates for family meetings centered on education and transparency, often leading group exercises to help establish shared ideals and long-term ambitions, guiding families to create a legacy unique to them.