Kyle Kutz

Kyle Kutz, CPA

Private Family Office Director, Sr. Family Office Advisor, Sr. Partner
Alpharetta, GA

Kyle Kutz serves as a private family office director, senior family office advisor, and senior partner at Blue Trust.

In this role, Kyle provides leadership and direction for the ongoing operations and growth of the private family office he oversees. He combines a biblical worldview with technical expertise in financial, estate, trust, and investment planning to help families steward wealth with clarity and purpose. Additionally, Kyle advises other Family Office clients, driven by a desire to serve entrepreneurs, families, and institutions called to leverage their wealth for the glory of God’s Kingdom.

Kyle began his career as a tax associate at Pathstone Family Office, one of the nation’s most prominent multi-family offices, focusing on tax planning and compliance for ultra-high-net-worth families and their related entities. He then worked as a family office advisor within Blue Trust’s Family Office division. Also, he supported clients in the Trust & Estate Planning department with estate administration and provided advice on estate, gift, and fiduciary tax matters.

From 2023 to 2025, Kyle was director of affiliate initiatives at Movement Mortgage, leading various business initiatives across the company’s for-profit and non-profit affiliates. He also helped shape the strategy and formation of Movement Holding Company, a values-aligned financial services ecosystem. In 2025, he rejoined Blue Trust’s Family Office team to continue guiding families on their stewardship journeys while maintaining an advisory role at Movement Holding Company.

Kyle graduated from Maranatha Baptist University with a BS in accounting. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.

Kyle and his wife, Corinne, live in Roswell, Georgia, where they are active members of their local church. They have two children.

Testimonials

Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Kyle

  • Serving the Generations of a Family with Kyle Kutz and Faith Driven Investor

  • Faith Driven Investor: The Role of a Family Office with Ronald Blue Trust