Jennifer Kuhlmann

Jennifer Kuhlmann is a Manager in the firm’s Family Office Services practice. With 25 years of experience, she works closely with ultra-high-net-worth families, their closely held businesses, trusts, and foundations to deliver comprehensive, tailored family office solutions. Jennifer specializes in accounting, financial reporting, tax office coordination, and strategic consulting, blending technical expertise with a personalized approach to meet each client’s unique objectives and long-term goals.

 

Her work encompasses a wide range of family office functions, including bill payment, payroll administration, cash flow management, tax office support, estate and gift planning, succession planning, philanthropic giving, and full-scale family office administration. Jennifer is known for her hands-on management style, strong attention to detail, and ability to build trusted relationships across generations. She collaborates closely with families and their external advisors to ensure seamless coordination and alignment of financial, tax, and legacy strategies.

In addition to her client service experience, Jennifer is skilled in tax planning and compliance, accounting systems development, and oversight of financial operations. Earlier in her career, she gained extensive experience in auditing and forensic accounting engagements, which provided a solid foundation for her current comprehensive advisory work.

 

Before joining the firm, Jennifer served as a Partner at a boutique tax and accounting firm in San Francisco, where she managed a diverse portfolio of high-net-worth clients and family enterprises. She began her career at Arthur Andersen in its Assurance and Business Advisory group, where she developed her expertise in financial reporting, controls, and business process improvement. 

Jennifer is deeply committed to delivering exceptional client service through strategic planning, disciplined execution, and proactive collaboration. Her approachable style and focus on long-term relationships have earned her the trust and respect of clients and colleagues alike.