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Kristin Carter, CPA joins Compound Planning as Head of Tax Advisory

2 MIN READ04 JAN 2024


NEW YORK – Compound Planning – a digital family office for entrepreneurs, professionals, and retirees – announces the addition of Kristin Carter, CPA as their new Head of Tax Advisory.

“Kristin’s deep expertise in tax planning and her extensive experience working with high-net-worth clients will be an invaluable asset to our team and our clients," said Christian Haigh, Co-Founder and Chief Executive Officer of Compound Planning. “Her unique skill set and innovative approach to tax strategies will enable us to provide even greater value and customized solutions to our clients, helping them optimize their financial goals and minimize their tax liabilities. We are confident that Kristin's addition to our team will further enhance our position as a leader in the wealth management industry and solidify our commitment to delivering exceptional service and results to our clients."

Kristin joins Compound Planning from Central Trust Company, where she was Senior Vice President and Chief Tax Officer. She is a highly experienced CPA with over 16 years of tax compliance and planning expertise, ranging from high-net worth individual income tax to trust, estate, gift, and business taxation.

“I am excited to partner with our exceptional team of wealth advisors to ensure our clients receive comprehensive and personalized tax strategies,” said Kristin Carter. “Together, we will make tax approachable and understandable – and dare I say fun? – for our clients.”

To learn more about Compound Planning and how their team of experts can help you optimize your financial goals and minimize your tax liabilities, visit compoundplanning.com.

About Compound Planning

Compound Planning is designed for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.  We are your family office—a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most.

We are currently hiring experienced advisors with existing assets under management who want to be more than just another advisor at just another RIA. Schedule a meeting to learn more about joining Compound Planning.

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We combine the best of wealth management, investment strategy, and tax planning in a thoughtfully designed personal finance platform.