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Tracey Spivey | The Family Office Stack

Tracey Spivey

Global Head of Family Office & Private Client, KPMG International; National Practice Leader - Family Enterprise, KPMG US — KPMG

Role confidence UnknownLocation Dallas-Fort Worth Metroplex

Tracey Spivey · Dallas-Fort Worth Metroplex.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Tracey Spivey is Global Head of Family Office and Private Client at KPMG International and leads its US family-enterprise practice. His tax and strategic-planning work covers wealthy individuals, families and family offices. His experience includes estate and transfer-tax planning, philanthropy, family-office structures, asset acquisitions and representation during tax examinations, as well as facilitating family discussions.

Experience

PartnerCurrent
KPMG · Dallas, Texas, United States
May 2019 – Present
Partner
Montgomery Coscia Greilich LLP
Jan 2013 – May 2019

Education

Texas A&M University — Masters of Science, Accounting

· 1993 – 1994

Texas A&M University — Bachelor of Business Administration (BBA), Accounting · 1989 – 1993

Skills

Estate PlanningIncome Tax PlanningAsset Protection PlanningHigh Net Worth IndividualsWealth ManagementTaxAsset ProtectionStrategic Financial PlanningCorporate TaxFinancial PlannersIncome TaxFamily OfficeTax LawPartnership TaxationRetirement PlanningEstate Tax PlanningCPAFinancial Planning

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown