Who We Are
Family Office Solutions is a boutique professional service firm that delivers an outstanding experience to family offices and the service providers that support them. Our fast-growing firm is built on trustworthy, motivated professionals who are eager to collaborate and take on new challenges.
Based in Charleston, SC, our firm has distinguished itself with thoughtful client care and technology-driven efficiency. Over the past decade, our practice has seen significant growth through referrals from delighted clients around the country.
Meet the Team
Kevin St. Germain
Kevin St. Germain
Kevin has over 23 years of public accounting experience. He spent the first seven years of his career working in the Northeast for Coopers & Lybrand (now PriceWaterHouseCoopers) and Deloitte and Touché. He spent the next eleven years working for both a local and a regional public accounting firm in Charleston, South Carolina. Kevin’s public accounting experience has primarily been in the field of income taxation, although he started out in the audit department. His income taxation experience has been, for most of his career, as a generalist working with family owned businesses. Kevin has also had a lot of experience working with partnership taxation and helping clients structure business transactions.
In 2006, Kevin focused his practice around working with ultra-high net worth families and institutions that service these families. Kevin assists these families with income taxation, estate/gift taxation, and financial planning. He also helps these families with structuring pooled family investment partnerships. In 2011, Kevin left Dixon Hughes (now Dixon Hughes Goodman) and launched Family Office Solutions, LLC. This company, which was a lift out of Kevin’s practice, is focused on being an outsource solution for single family offices as well as multi-family offices and their clients.
Kevin’s current duties include mentoring staff, maintaining lead client relationships, business development, practice management, and setting the overall direction of the firm.
Kevin graduated from Marist College with a B.S. in Accounting and is certified to practice public accounting in New York and South Carolina. He is a member of the American Institute of Certified Public Accountants.
Morgan has over 15 years of experience working with high net worth individuals and ultra-high net worth families. He started his career as a registered securities broker at Wachovia Securities, where he sharpened his understanding of the securities markets as well as complex investment vehicles. Subsequently, he joined Sterne, Agee & Leach, where he served as manager of fixed income investments for an investment advisory group with over $200 million in assets under management. While at Sterne-Agee, Morgan developed an interest in complex income taxation and estate tax planning, which led him to pursue his master’s degree in accounting, with a concentration on taxation.
After Morgan earned his master’s degree in 2008, he began working with Kevin at Dixon Hughes. Morgan primarily focused on family office services, including, but not limited to relationship management, income & estate tax planning, personal budgeting, as well as trust, estate and investment partnership accounting, and income tax compliance.
Morgan left Dixon Hughes in 2011 to help launch Family Office Solutions. His current duties include managing larger client relationships as well as coordinating and supervising work performed for these clients. Morgan is also primarily responsible for designing the processes and refining the technology solutions utilized by the firm.
Morgan earned a B.A. in Economics from the University of Georgia and a M.S. in Accountancy, with honors, from the College of Charleston. He is certified to practice public accounting in South Carolina and is a member of the American Institute of Certified Public Accountants.
Kate started her career in the field of income taxation with a newly opened tax return franchise company in 2009. Over the next six years she took over management of the office, facilitated the opening of a second location, and expanded their operations. She continued to grow and advance her skills in the field of income taxation, working with individuals and small businesses. Inspired by the vast opportunities in the world of income taxation, she decided to pursue a masters in taxation. Through the duration of her degree program, she cultivated her understanding of more complex income tax concepts and filing procedures, along with filing in the necessary prerequisite accounting classes. Upon completion of her degree she relocated to South Carolina where she worked with Edward Jones. There she was able to develop an understanding of the securities industry and investment products.
Kate has recently found a home with Family Office Solutions. She is eager to expand her skills and knowledge, and apply her education in the family office industry. Kate is currently a CPA candidate.
She received a B.S. in Marine Science from the University of South Carolina and a M.S. in Taxation from the University of Baltimore.
Prior to joining Family Office Solutions, Eve spent the past three years working as an office manager and executive assistant for a municipal government agency. While performing these duties, Eve gained valuable administrative skills. Eve’s current responsibilities include performing the Firm’s administrative duties as well as assisting with accounting and other client support assignments.
Eve graduated from the College of Charleston with a B.S. in International Business.
Before joining FOS, Nate began his career at Ayco, a Goldman Sachs Company, where he provided various financial services for high-net-worth individuals and families. These services included tax planning and preparation, estate planning, and investment management. His career experience also includes creating and managing startup companies. Nate has since joined the FOS team where he continues to use his knowledge and experience to serve our clients in the family office industry.
Nate graduated with a B.S. in Finance from Clarkson University and a J.D. from the George Mason University School of Law. He is a member of the South Carolina Bar.
Prior to joining Family Office Solutions, Rebecca worked with a large local CPA firm in their client accounting department. Rebecca has over fifteen years of accounting experience and her current responsibilities include both accounting and income tax compliance.
Rebecca received her B.S. in Accounting and M.S. in Accounting from the College of Charleston. She is currently working on getting her CPA license.