Kelly Greig

Spear’s Review

Kelly Greig joined Blick Rothenberg in 2024 as a partner in the private client team after a long career as a tax lawyer.

The global chair of the Society of Trust and Estate Practitioners provides advice to UHNWs on wealth structuring and tax planning, with an eye on multigenerational wealth protection. The families she serves – who include millionaires, centi-millionaires and billionaires – are spread globally, and Greig has a particular specialism in UK/US tax and taxation treaties.

Given her clients’ complex affairs, it is important that Greig sees the full picture. ‘We do a huge amount of fact-finding, and then we typically do our work to find solutions in stages, which clients find helpful,’ she tells Spear’s.