Dr. Timothy Kelly

Biography

Tim Kelly formed JMC Advisors LLC to help enterprising families extend legacies through family offices. With 30 years of experience leading single family offices from start-up to maturity, he collaborates with families to solve complex challenges in managing generational wealth. As an industry thought leader, Tim brings a perspective of objectivity to a broad range of family office matters, including setting up new offices, establishing legal structures, accounting, reporting processes, managing investment portfolios, and optimizing taxes and wealth transfer planning. Tim serves as an adjunct lecturer at the Center for Family Enterprises at the Kellogg School of Management at Northwestern University. In addition to his family office roles, he chairs the Family Office Network (FON), one of the U.S.'s most respected peer networks for single family office executives, and co-founded FON to share resources and practices among professionals working in leading family offices. He also serves as an ambassador for the FORGE Community, a national network of family offices. Tim has served as a board member of direct private equity investment companies and the Northern Trust Client Advisory Board. His credentials include an MBA from the Kellogg School of Management and a BBA, Magna Cum Laude, from Loyola University. He began his career in public accounting at Arthur Andersen, working closely with owner-operated businesses, and remains a registered CPA.

Research Interests