Kyle Kutz

Kyle Kutz

CPA
Private Family Office Director
Alpharetta, GA
kyle.kutz@bluetrust.com
(770) 280-6000
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Kyle Kutz is a private family office director at Blue Trust.

As a private family office director, Kyle provides leadership, direction, and accountability for the ongoing operations, growth, and business outcomes of the private family office that he oversees. Drawing on his biblical worldview and uncommon approach to financial, estate, trust, and investment planning, Kyle emphasizes a principle-driven perspective in all areas of wealth management.

Prior to his current role, Kyle worked as a family office advisor and a family office planning specialist in the company’s Family Office division. He also previously worked in the company’s Trust & Estate Planning department where he helped clients navigate the technical details of the estate administration process. Additionally, he offered guidance and support in matters related to estate, gift, and fiduciary tax compliance. Before joining Blue Trust, Kyle worked as a tax associate at Pathstone Family Office, one of the largest multi-family offices in the country, where he focused on tax preparation and tax planning for ultra-high net worth families and their respective businesses, organizations, and foundations.

Kyle also currently serves as director of affiliate initiatives for Movement Mortgage, where he helps execute on various business initiatives across the for-profit and non-profit affiliates of Movement Mortgage.

Kyle is a graduate of Maranatha Baptist University, in Watertown, Wisconsin, where he received his BS in accounting. He is also a member of both the American Institute of Certified Public Accountants and the Georgia Society of CPAs.

Kyle and his wife, Corinne, currently live in Roswell, Georgia where they are active members of their local church. They have one son and a daughter on the way.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Kyle

  • Serving the Generations of a Family with Kyle Kutz and Faith Driven Investor

  • Faith Driven Investor: The Role of a Family Office with Ronald Blue Trust

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**All financials are as of 12/31/23 and subject to change.
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