- Private wealth services
Brad Roe leads the Private Wealth Services practice in the Houston office. Roe has more than 28 years of professional experience working with high net worth individuals and families, closely held businesses, trusts and estates. He specializes in gift, estate and generation-skipping taxes, and the income taxation of trusts and estates. Prior to joining Grant Thornton, Roe worked at Deloitte, Arthur Andersen and KPMG, where he served clients in a variety of industries. At Deloitte, Roe also worked in the global tax quality, risk and regulatory area. At Andersen and Deloitte he was a designated specialist in generation-skipping transfer taxation.
Professional qualifications and memberships
- CPA — Texas
- Texas Society of Certified Public Accountants
- LLM, Boston University School of Law
- JD, Seattle University School of Law
- BA, University of Puget Sound
Search for people at Grant Thornton
Enter a name and/or keywords such as service area, industry or location to get to know our business leaders — partner, principal or managing director. We look forward to hearing from you.