Kylie Allen
Kylie Allen is the Executive Vice President of Fractional Family Office Services at 49 Financial, where she leads the strategic expansion of a high-touch advisory offering tailored to affluent clients with complex financial needs that go beyond traditional planning. As part of her role, Kylie oversees the development and deployment of resources, tools, and training for advisors—with a particular focus on tax and estate planning—to support sophisticated client engagements within a values‑driven environment.
Kylie joined 49 Financial in July 2025, bringing over 13 years of experience from Deloitte. There, she advised clients in areas spanning M&A, IPOs, tax compliance, financial statements, corporate and partnership taxation, tax provisions, and effective tax rate strategies. Her deep technical expertise is complemented by a relational approach to client service, aligning seamlessly with 49 Financial’s culture.