Kelly Malorey is a Senior Manager in Equiom’s private wealth and family office team. She is responsible for advising and supporting private clients, families, and family offices on the establishment, administration, and ongoing management of complex structures.
Kelly has more than 20 years’ experience working with private client and family office structures, with a particular focus on trusts, estates, and multijurisdictional arrangements. She works closely with clients and their professional advisors to deliver practical, tailored solutions across succession planning, wealth structuring, and governance.
She is experienced in managing long standing client relationships and overseeing complex structures involving multiple asset classes, ensuring compliance with regulatory requirements while supporting clients’ strategic objectives.
Kelly is a Trust and Estate Practitioner (TEP) and a member of the Society of Trust and Estate Practitioners (STEP).
