Rachael Reese

Rachael has direct responsibility for managing client relationships and brings extensive experience working with multi-generational families to provide comprehensive advisory services. She enjoys working with clients to identify, implement, and monitor strategies that help meet each client’s investment, charitable, tax, estate, and wealth-transfer goals.

Prior to joining AlTi, Rachael spent fifteen years at Tolleson Wealth Management, where she worked with individuals and families to understand their goals and objectives and manage all their wealth and investment-related matters. Earlier in her career, Rachael served as an Assistant Vice President on the client advisory team at Kanaly Trust Company in Houston.

Rachael holds a Bachelor of Science degree in Personal Financial Planning and with a minor in Business Administration from Texas Tech University. She is a CERTIFIED FINANCIAL PLANNER.