Tim Kelly helps enterprising families extend their legacies through their family office. He has over 30 years of experience leading several Single Family Offices from start-up through maturity. Tim collaborates with families to solve the many complex challenges of managing generational wealth.
An industry thought leader, Tim brings perspective and objectivity on a broad range of family office matters, including setting up new offices, establishing legal structures, accounting and reporting processes, managing investment portfolios, and optimizing taxes through income and wealth transfer planning. He is the trusted advisor you can count on to address your family office issues.
Tim is an Adjunct Lecturer in the Center for Family Enterprises and a Co-Academic director of Single Family Office Executive Education, Kellogg School of Management at Northwestern University.
In addition to his family office roles, Tim chairs the Family Office Network (FON), one of the U.S.’s most respected peer networks for Single Family Office executives. He co-founded FON to share resources and best practices among professionals who work in some of the world’s leading family offices. Tim also serves as an ambassador to the FORGE Community, a national network of family offices.
Over the years, Tim has served as a Board member on several direct private equity investments and on the Northern Trust Client Advisory Board.
Tim’s credentials include an MBA from Kellogg School of Management and a BBA, Magna Cum Laude, from Loyola University. He began his career in public accounting at Arthur Andersen working with closely held, owner- operated businesses. Tim remains a registered CPA.