Karen Creel
Managing Director
T +1 786 591 1705
E karen.creel@sequentgroup.com
Karen joined Sequent from Rockefeller Global Family Office where she served as a Managing Director in their private client division.
Karen has 30 years of experience, as an attorney in private practice and advisor within the financial industry, working with UHNW families structuring tax efficient solutions for multigenerational wealth transfer through Trust structures and financial instruments.
She began her career as a Trust and Estate attorney and her expertise includes using life insurance to enhance tax efficiencies and maximize wealth preservation and transfer.