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M. Alanna Walsh

Family Office Specialist

Phone: 216-­635-­7703

M. Alanna Walsh has 30 years of experience in financial statement preparation, trust accounting, and individual and corporate tax preparation and bookkeeping for small business clients, most recently with Perry & Karnatz, LLC.

In addition to preparing and filing individual and trust income tax returns, Ms. Walsh administers a variety of family office matters for clients, including regular coordination with third-party banks, custodians and broker dealers with respect to clients’ financial transactions, tax reporting, monthly review and oversight of client financial accounts and statement reporting. She also provides the day-to-day administrative report for two substantial charitable foundations created and operated by firm clients.

She resides in Lakewood, Ohio with her husband, Bob. They have one adult child.

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