Associate Director
Taylor Kale, MBA, CFP®
As an Associate Director at TwinFocus, Taylor is responsible for providing comprehensive advisory services including wealth management and structuring strategies, generational planning, and managing overall family office solutions for her clients. Taylor enjoys building long term relationships with her clients by gaining a deep understanding of their goals, values, and family needs through a highly communicative approach. Her ability to focus on the complex details across all aspects of her client’s situations allows her to continuously deliver world class service and solutions. An integral part of her responsibilities includes implementing and directing advanced wealth transfer strategies, liquidity planning, charitable gifting, and day-to-day operational management & support. She places a high value on the combination of process and procedures alongside current software platforms to efficiently enhance client initiatives and complex analyses.
ASSOCIATE DIRECTOR
Taylor Kale
As an Associate Director at TwinFocus, Taylor is responsible for providing comprehensive advisory services including wealth management and structuring strategies, generational planning, and managing overall family office solutions for her clients. Taylor enjoys building long term relationships with her clients by gaining a deep understanding of their goals, values, and family needs through a highly communicative approach. Her ability to focus on the complex details across all aspects of her client’s situations allows her to continuously deliver world class service and solutions. An integral part of her responsibilities includes implementing and directing advanced wealth transfer strategies, liquidity planning, charitable gifting, and day-to-day operational management & support. She places a high value on the combination of process and procedures alongside current software platforms to efficiently enhance client initiatives and complex analyses.
HISTORY
Prior to TwinFocus, Taylor was at a boutique Boston-based multi-family office for four years, as the Director of Family Office Services. She managed several UHNW relationships, established internal procedures, implemented client reporting, developed financial models, and utilized advanced estate planning techniques. Prior to this role, Taylor worked at Bain Capital where she was the point person for the internal family office for partners of the firm. In this role, she facilitated the daily investment and financial needs of the partners, as well as the management of the operational processes.
EDUCATION
Taylor earned her Bachelor of Science degree in Business Management at the University of Massachusetts, Isenberg School of Management, and her MBA at Northeastern University. She also holds the Series 65 license and is currently pursuing her Certified Financial Planner designation.
OUTSIDE THE OFFICE
Taylor grew up outside the Boston area and currently resides in the city with her finance and their dog, Rocko. In her free time, she enjoys boxing, co-ed softball, gardening, and traveling.
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