Katherine A. Brennan

Katherine Brennan supports high-net-worth individuals, multigenerational families, trusts and business entities in their wealth planning goals. She focuses on providing tax-efficient solutions throughout major life changes that are designed to meet each client’s unique objectives, maintain generational harmony and achieve their philanthropic mission.

Guided by each client’s short-term and long-term goals, Katherine seeks to alleviate uncertainty with clear-cut, flexible plans and frequent communication. With a highly accessible and responsive approach, she ensures clients remain in control of their estate plan, and she works productively with other advisors and investment managers to maintain consistency and transparency.

Katherine reviews and adapts existing tax and estate planning strategies to minimize income and estate tax consequences while balancing family and business dynamics. In probate and estate administration matters, she facilitates smooth and streamlined outcomes through intra-family dispute resolution and asset distributions.

Before Davis+Gilbert, Katherine worked as a Trust Officer, Assistant Vice President at Bank of America Private Bank. She has also previously represented high-net-worth individuals, charitable entities, and businesses in complex art market transactions and litigation.