Mr. Koehm was first employed by J. William Hope & Company where he served as a staff accountant. After several years, he was appointed Supervising Senior Accountant in the Private Business Advisory Group at KPMG Peat Marwick, a nationally known audit, tax and advisory services firm. While at KPMG, Mr. Koehm specialized in working with family businesses, high net worth individuals, and non-profit organizations performing both tax and accounting services.
In 1987, Mr. Koehm formed his own accounting firm. As he built his practice over the next 24 years, he became highly respected for his work with a number of successful family-owned businesses. Mr. Koehm has implemented many complex succession plans for his clients that have resulted in the businesses being transitioned to second generation owners. He has also negotiated the sale of several family-owned businesses and advised a number of clients in the formation of business entities.
Mr. Koehm has also participated in the decanting of a number of complex trusts from New York to Delaware to allow for the formation of multifamily offices. He has served as an executor of a number of complex estates, as conservator of estate persons, and presently serves as a professional trustee for many of his clients. He has also acted as a trustee, treasurer and philanthropic advisor to a number of private foundations.
As an early pioneer of multifamily office administration, Mr. Koehm recognized the need for specialized multifamily offices to serve the needs of ultra high net worth families. In 2008, the genesis of his work led to the formation of HT Partners LLC, a family wealth consulting firm dedicated to serving the needs of ultra high net worth clients and families. In his role as Managing Member of the firm, he serves on the firm’s Executive Committee and as a member of its Investment Policy Committee. Mr. Koehm has also led the firm in the creation of its virtual family office platform which allows for open access to unique wealth management solutions without sacrificing the firm’s highly personalized services.
Mr. Koehm is a member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accounts. He is also certified to practice in New York. He is a graduate of Sacred Heart University where he majored in accounting.
Chris and his wife, Adele, live in Trumbull, Connecticut and Bradenton, Florida.