Windham Brannon, a US-based tax, audit, accounting and advisory services provider, has launched a new leadership team for its high-net-worth (HNW) practice.
As part of the move, the firm’s Barbara Coats and Courtnay Bazemore will serve as co-leads for its growing practice area.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Windham Brannon said that Coats and Bazemore will focus on providing high-level tax counsel to help individuals and families preserve and grow their wealth.
Most recently, Coats served as principal for tax compliance and planning at Windham Brannon.
Bazemore has more than 20 years of experience in individual tax compliance and planning, estate planning, family partnerships, trusts and estates.
Currently, Bazemore serves on the board for the Atlanta Estate Planning Council and is on the Planned Giving Advisory Board for the Community Foundation for Greater Atlanta.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataDavid Kloess, president and CEO of Windham Brannon, said: "Windham Brannon was founded in 1957 on our high-net-worth line of services, and the practice area continues to grow, representing more than 25% of our business today."
