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Kal Grant

Senior Wealth Advisor

Kal Grant

Expertise

As a Senior Vice President and a Senior Wealth Strategist, Kal leads the process with clients to achieve a mutual understanding of clients’ family, business, and financial goals. She then works alongside the clients and their advisors to help develop a strategic plan which integrates the clients’ financial, estate, tax and philanthropic considerations and preferences and provides tailored solutions to achieve their goals.

Experience

Prior to joining Northern Trust, Kal was CEO and general counsel for a single-family office in San Antonio, overseeing the financial and legal affairs of the office and the family across multiple domestic and international jurisdictions. Prior to working for the family office, Kal was a managing director with Tolleson Wealth Management, where she was the estate and trust specialist and head of philanthropy services. Additionally, she was a wealth advisor and a regional estate settlement manager at J.P. Morgan Private Bank. Kal has practiced trust and estate law as a partner with Thompson & Knight and Jackson Walker LLP. Kal began her legal career with McAfee & Taft in Oklahoma City and her accounting career with Arthur Andersen.

Community Involvement

Kal is a board member of Rise Recovery in San Antonio, where she also serves on the Governance and Development Committees. She is a member of the SMU Planned Giving Advisory Council and the Communities Foundation of Texas Advisory Council.

Joined Northern Trust

2024

Education

Bachelor of Business Administration in Accounting, Southern Methodist University. Master of Laws in Taxation, Southern Methodist University. Juris Doctor, Summa Cum Laude, Texas Tech University.

Credentials

Kal has been admitted to the State Bars of Texas and Oklahoma. She has published articles in Tax Notes and Bloomberg Tax, and has been quoted in the New York Times, Dow Jones, and Private Wealth Magazine.

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