Chelsea draws on legal knowledge and experience as a CPA to deliver pragmatic solutions to clients’ tax and business planning needs.
Chelsea advises high-net-worth individuals, fiduciaries, philanthropists, and entrepreneurs on issues related to estate planning, wealth transfer planning, income tax planning, and business succession. She specializes in the creation and implementation of sophisticated multi-generational planning designed to optimize tax efficiency and administrative ease and to minimize future conflict.
As a former Certified Public Accountant, Chelsea brings a unique and practical perspective in addressing her clients’ needs. By combining her extensive legal know-how with her previous auditing and accounting experience, she crafts creative and pragmatic business-focused solutions. She works with clients across all industries and professions, including real estate, farm and ranching, food and beverage, retail, start-up companies, and private equity.
Chelsea prepares estate, wealth transfer, philanthropic, and business succession plans that incorporate and reflect a client's individual objectives, philosophies, values, and goals. She also specializes in the administration of high-net-worth estates and trusts in both Colorado and Wyoming. She currently serves as the head of the Private Client Group at Holland & Hart.