What makes us unique?
We provide thoughtful execution for everything.
We are exceptional at connecting all the dots while keeping the big picture in sight.
We are loyal. We approach every action with integrity.
We always care about every detail.
We evolve with our clients and are nimble.
Our standards, confidence and competency are high; our egos are low.
Streamline Family Office has been working with wealthy families for over 20 years. Over the past 16 years we have served as a Trusted Advisor to an aggregate of over $2B of client assets. We have extensive experience with and knowledge of the unique complexities and freedoms that wealth creates. Our deep client and advisor relationships are based on trust, compassion, privacy and integrity. We have a passion for understanding client needs and can quickly understand how all the pieces create the big picture.
Katie founded Streamline Family Office in 2003 to provide outsourced family office administration for families with inherent complexities. In the span of her career, she has worked with 15 families with over $2B in assets. Compassion, competence and experience make Streamline a perfect partner for our clients. We are fully aligned with our families and provide financial clarity and peace of mind. Katie has a 360 degree view of wealth and has developed a deep appreciation for the freedom and unique stressors it can create. Her passion is understanding the intersection of complex financial capital and complex human capital.
Prior to Streamline, Katie began understanding the relationship between money and people as the Chief Administrator for a private family office. Her professional journey started at Merrill Lynch and Bainco International Investors. Katie lives in Dover MA with her husband and their four children. She graduated from the University of Rhode Island as a 4-year field hockey scholarship athlete, two year captain, a degree Psychology and with her future husband.
In her free time, you may find Katie laughing at Improv classes, participating in some physical challenge or reading non-fiction to satisfy her curiosity. One of her favorite mantras is ‘every day is full of surprises’ and she embraces all of them. She is an Advisory Board Member for Haymakers for Hope.
Jennifer handles all of Streamline’s comprehensive and customized quarterly and ad-hoc reports as well as complex projects such as option analysis, review of legal documents to ensure compliance of execution. She is able to synthesize an incredible amount of detailed financial data into meaningful and valuable reports for our clients and advisors. She works closely with advisors to ensure accuracy of information. Jennifer’s integrity is a key value and is expressed in her work.
Prior to Streamline, Jennifer spent sixteen years at Ernst & Young in Halifax and then Toronto as a tax Partner and CPA, CA (Ontario) in the Private Client Services Group. She then pivoted to law school, graduating from the University of Toronto and worked at Torys, a major Canadian business law firm before moving to Boston when her husband was relocated. Jennifer received her undergraduate degree from Dalhousie University.
Jennifer lives in Dover MA with her husband and three children. She enjoys rug hooking and sailing in her native Nova Scotian waters.
Amy is a key partner with our clients. She works closely with the wealth creator, family members and advisors to ensure we have a deep understanding of their lives beyond the financial. Serving as the client quarterback or Chief Administrator, Amy understands the movement of every dollar as well as the overall desires of the clients. A project manager at heart, she particularly enjoys taking on a challenge and finds the best solution.
Following her graduation from the University of York (UK), she began her career at Barclays Bank PLC working in Operations and Strategy Planning for the Retail Bank as well as a project manager for Barclays Africa. She also worked for a non-profit Social Housing Authority in the UK.
Amy relocated to the States in 2007 with her Scottish husband and son, adding twins a few years later. In her free time you can find Amy horseback riding or pushing through a WOD at CrossFit. She looks forward to getting back to travelling to the hidden corners of the world.
Chief Administrator + Tax
Clare works to ensure that clients are provided with high quality and relevant advisory services. Her deep experience within entrepreneurial environments is ideal to address the issues and concerns that confront our clients. Clare’s depth in tax expertise brings tremendous value to our clients. She provides detailed reporting at the entity level to ensure tax efficiency from the start. Clare has extensive experience with private plane ownership and management. As a CPA and CPF, she is dedicated to ethical and appropriate client service.
Prior to Streamline, Clare ran a private single family office in MA where she was responsible for financial planning, budgeting and financial reporting. Clare began her career as a CPA with a regional accounting and audit firm where she was Partner responsible for the personal financial practice. Clare received her Masters in Finance and post Graduate Certificate in Personal Financial Planning from Bentley University, Accounting certificate from Bridgewater State (BSU) and a Bachelors from the University of Prince Edward Island. She has served as an Adjunct Professor in Accounting and Finance at several area universities.
Clare lives in Middleboro MA with her husband. She looks forward to visits from her two daughters, enjoys cooking and volunteering her time and skills as a Trustee of the BSU Foundation Board and The Oliver House.
Chris is a Chief Administrator responsible for understanding clients in a holistic manner. Her attention to detail, affinity for organization and numbers is an asset to both our clients and business. Chris is a team player and always has the client’s interest at the forefront. She works closely with clients and their advisors to ensure the financial foundations are strong. In addition to serving clients, Chris drives the structure and compliance of our internal processes.
Prior to Streamline, Chris worked at the Boston Company (Bank of NY Mellon) in Human Resources and Benefit Disbursements. She attended the University of Lowell on track scholarship and graduated with a degree in Accounting.
Chris lives in Dover MA with her husband and three children. In addition to running, she love spending the summer at Lake Winnipesauke, hiking and skiing.
Lisa manages many of Streamline’s office processes including document management [both paper and electronic], account reconciliations and the multitude of checklists that serve as the foundation for our clients. She supports our team to ensure efficiency and accuracy of the data.
Prior to Streamline, Lisa worked with a HNW individual managing various properties and household financial administration. Lisa graduated from Framingham State University.
Lisa lives in Dover MA with her husband and three children. In her spare time, she loves to travel and spend time with family and friends in the Cape.
Jana supports our Chief Administrators with cash management, account reconciliations, document management and task management. Her work ethic, willingness to help out in any way needed and organizational skills are an asset to our team.
Prior to Streamline, Jana worked as a Funding Specialist at First Help Financial, Personal Assistant to a private family and mortgage specialist. Jana is pursuing her degree in Business at MassBay Community College in Wellesley MA. She lives in Franklin MA with her husband and in her free time she loves to organize her environment and spend quality time with family.