Tracy A. Costello
Family Office

As GSRJ’s Family Office Coordinator, Ms. Costello’s primary responsibility is to facilitate the family office support provided by the firm. Her work involves extensive interaction with the client, the client’s family, and the family office team to deliver a broad range of services, which include coordination with all parties to organize the corporate and business affairs of the family office and management of the day to day operations.

Ms. Costello also has substantial experience with charitable planning and complex real estate transactions, as well as matters involving international estate and wealth protection planning, investment portfolio planning, and complex structure administration.