Kerri Scott is the COO of a single-family office in Dallas. She is responsible for tax and estate planning and developing strategies that promote wealth growth and sustainability or mitigate risk for the family. Kerri, a CPA, earned her bachelor of business administration and master of accounting from the University of Texas at Austin.
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On Family Office ManagementThink of a “death audit” as a call to action — a proactive examination of a family’s entire estate and governance plan to determine whether it is still optimal, given current circumstances.