Kylie serves as Head of Trove’s Delivery group, which brings together the firm’s Financial Operations, Onboarding, and Relationship Management teams. In this capacity, she oversees the delivery of core services to clients and leads strategic initiatives that drive operational excellence and advance Trove’s reputation as an industry leader in family office services.
Kylie plays a central role in shaping the client experience. She leads cross-functional teams that manage every phase of the client lifecycle — from onboarding and relationship development to day-to-day financial operations and long-term planning. Her oversight ensures that clients receive cohesive, high-quality service tailored to the complexities of multi-generational wealth.
Kylie brings deep experience serving ultra-high-net-worth individuals and families, with a nuanced understanding of the financial, operational, and interpersonal dynamics that define successful family office relationships. She approaches her work with a strong love of problem-solving and a continuous energy for learning, often drawing on her curiosity and adaptability to navigate evolving client needs and complex challenges. Her work spans financial reporting, budgeting, investment administration, estate and tax planning coordination, and the management of complex financial transactions.
A collaborative leader and trusted advisor, Kylie is known for her calm presence, clear communication, and ability to guide teams and clients with confidence. She is instrumental in helping families navigate change, manage risk, and achieve continuity across generations.
Kylie holds a Bachelor of Fine Arts from the Massachusetts College of Art and Design. She is a Certified Financial Planner® and an Accredited Estate Planner®. She is an active member of the Boston Estate Planning Council, and the Institute for Family Governance — organizations that support professional development and thought leadership in the family office space. Kylie also serves on the Board of The Light Foundation, reflecting her commitment to community engagement and youth development.