Houston-based IPA 200 firm Calvetti Ferguson (FY21 net revenue of $26.6 million) has admitted Kelly Waibel-Rangel as a tax partner. She will also serve as leader of the firm’s family office practice.
Waibel-Rangel has over 13 years of experience advising clients on the tax aspects of formation and restructuring family offices, partnerships, wealth transfer planning, family governance and succession planning. In her new role, she will focus her practice on advising high-net-worth individuals, family groups, family offices, private trust companies and closely held business owners on tax, estate planning and financial matters.
“Kelly is well known throughout Texas as a family office tax leader,” says MP Jason Ferguson. “We know she will be an excellent fit for our values-based culture and take great care of our clients.”