Tracey Spivey and James Revels return to KPMG’s family offices practice

Tracey Spivey has rejoined KPMG as a partner in its Family Offices and Private Client Services practice. Based in Dallas, Spivey will provide services to family offices and their private business owners in the Dallas-Fort Worth area and nationally.

Spivey, who was formerly a partner at Montgomery Coscia Greilich LLP, has significant experience advising and serving high-net-worth families in the areas of wealth transfer planning, income-tax planning, and tax-return compliance. He has more than 25 years of experience working with individual and fiduciary income, and estate taxes.

“Tracey rejoins the firm just as our family office practice is seeing tremendous growth,” said Brad Sprong, co-leader of KPMG’s Family Offices and Private Client Services group. “His track record of outstanding client service will be instrumental in serving our existing clients and helping KPMG provide services in the Dallas area and beyond.”

 James “Jim” A.J. Revels has also rejoined the Firm. Based in Philadelphia, Revels will play a fundamental role in the firm’s Family Offices and Private Client Services practice, both in the Philadelphia area and nationally.

Revels, who was formerly a partner and co-leader of the Trust & Estate practice at Citrin Cooperman & Co. LLP, has extensive client service experience with comprehensive planning related to trusts and estates, international taxation and income-tax services. He has more than 25 years of experience advising a multitude of clients, including family practices, entrepreneurs, fiduciaries, bio-tech companies, and not-for-profit organizations.

“We’re thrilled to have Jim rejoin the firm,” said Brad Sprong, leader of KPMG’s Family Offices and Private Client Services group. “His strong technical skills will benefit our family office and individual clients in Pennsylvania and beyond.”