Kyle Kutz is a family office planning specialist for the Family Office division of Ronald Blue Trust.
Kyle supports Scott Calhoun, managing director, and Skip Perkins, senior family office advisor, by helping clients intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for their family to thrive. He evaluates a client’s estate, insurance, tax, investment, philanthropic, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan designed to facilitate a principle driven wealth transition that properly prepares and equips each generation.
Prior to becoming a member of the Family Office division of Ronald Blue Trust, Kyle worked in the company’s Trust & Estate Planning department where he helped clients navigate the technical details of the estate administration process. He also offered guidance and support in matters related to estate, gift, and fiduciary tax compliance. Before joining Ronald Blue Trust, Kyle worked as a tax associate at Pathstone Family Office, one of the largest multi-family offices in the country, where he specialized in tax preparation and tax planning for ultra-high net worth families and their respective businesses and organizations.
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.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald 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 Ronald 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 Ronald 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
https://www.ronblue.com/wp-content/uploads/2022/04/wisdom-for-business-logo.jpg975975Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-07-05 08:45:512022-06-08 12:51:21Q & A With the Business Team
https://www.ronblue.com/wp-content/uploads/2022/04/AdobeStock_225478883-scaled.jpeg17072560Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-06-29 08:45:542022-06-10 11:42:49Enhancing Business Value
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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