Calvetti Ferguson is excited to announce a new partner in its family office practice and tax team, Chad Waldron.
Chad has over ten years of experience in public accounting, ranging from Big 4 to small family office boutique firms. He holds a versatile history of clients, serving business owners, high net-worth individuals, and family offices. He will be the fifth partner to join our Dallas office.
“With Texas being one of the top states for family offices, we wanted to enhance our expertise,” says Lori Lato, tax partner in charge at Calvetti Ferguson. “Chad Waldron will certainly add value to our practice and to the Dallas office culture as a whole.”
“Texas and Tennessee continue to show strides in innovation, growth, and entrepreneurship,” says Chad Waldron, tax partner at Calvetti Ferguson. “I am excited to be a part of the firm’s mission to support our family office clients across all markets, enabling them to thrive.”
Calvetti Ferguson supports family office clients in managing diverse financial, risk management, governance, and other needs. Our family office practice ushers our clients through the complexities of income tax, fiduciary tax, estate tax, gift tax, and charitable planning. Each family’s plan is uniquely designed to provide solutions that meet the needs and desires of each family member.
We continue to foster significant growth in our service offerings and industry expertise. In addition to added value in the family office practice, our Dallas office partners hold a strong focus on private equity, construction, manufacturing, and distribution.
This addition closely follows our acquisition of Gummer Group, a Dallas-based CPA firm focused on tax and family office service offerings. Chad serves as an instrumental part in assisting their clients for a smooth transition and future business success.
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