Shelley Nelson Email & Phone Number

As part of a Virtual Family office, I oversee the Personal Wealth CFO Service team ensuring client needs are met with excellence. In serving clients, I take on the role of quarterback for all accounting, legal entities, trust administration, tax planning, investment reporting, estate planning, and philanthropic services. My goal is to manage the details, giving my clients time for other priorities and activities they enjoy.Simplify Wealth understands the complexities and responsibilities that come with wealth, and we work to improve our clients’ lives, allowing them to enjoy what they have built. We design customized Virtual Family Office systems with services selected from our three business units: Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge. See our website at www.simplify-wealth.com/services for a complete list of our service offerings.

Us

- Develop Family Office service offering, including financial reporting, targeted clients and pricing structure - Onboard Private Equity Fund Administration clients located across the United States

Multi-family office handling the financial affairs of 9 families ranging in wealth from $40MM to $250MM. Manage investment portfolios consisting of over 300 individual investments, focusing on private equity & real estate. - Provide wealth, investment, estate, insurance, and financial planning for family entities, partnerships, trusts and individual family members of all ages & wealth status - Prepare, plan, run and follow up periodic family investment meetings - Researched, selected and implemented new investment reporting platform, Addepar - Oversee back office accounting personnel - On boarded 5 family over 2 years from current referrals - Coordinated estate planning and tax preparations with outside legal counsel & CPA firms - First point of contact for clients

10 figure single family office handling the financial affairs of 65 family members and numerous related entities - Manage across entity tax preparation & reporting flowing through from partnerships (including a public equity portfolios, private equity investments, oil & gas, ranches, and real estate) to family trusts and individuals - Provide wealth, estate, insurance, and financial planning for individual family members of all ages & wealth status

Nine figure single family office handling financial affairs of 13 family members ranging in ages from 10 to 80 and 25 related entities. Oversee routine accounting functions handled by associates  Provide financial analysis on investment portfolio, comprised of mutual funds, hedge funds, private equity funds, real estate investments, separately managed accounts, and commingled funds to Investment Committee, CFO and Chairman Prepare accurate and timely quarterly investment performance reports, in coordination with outside investment consultants, to present to Investment Committee members Monitor cash management requirements and movement with custodial banks Improved college, retirement, charitable, and estate planning for family members Spearhead internal and external audits with outside accounting firms and other regulatory authorities Developed private trust company accounting procedures Assumed responsibility of federal/state tax preparation and compliance for all individuals and entities from CFO Coordinate investment portfolio of the Frey Foundation, the family private foundation Successful completion of monthly partnership accounting for family limited partnership 100% client satisfaction on annual reviews from family members

Staff Accountant for regional accounting firm specializing in small and medium sized clients in the banking, construction, restaurant, service, government, funeral & auto dealership industries. Prepared corporate, trust, non-profit, partnership and individual income tax returns, lead/assisted on a variety of audits, reviews, and agreed upon procedures, performed internal control testing, bookeeping duties, compilations, payroll & sales and use tax functions, and assisted the information technology direct.

Bs, Accounting, Computer Science

Education record