Our Team
Christie Olsson is a Managing Director, Senior Wealth Strategist at IEQ Capital where she works with clients to develop wealth transfer plans and implement solutions based on a thorough understanding of each client’s personal values, estate planning goals, and legacy vision.
Prior to joining IEQ Capital, Ms. Olsson served as an Executive Director, Senior Wealth Strategist at UBS where she specialized in developing custom wealth plans for clients in addition to serving as a resource on matters of estate, tax, philanthropy and business planning. Prior to that, Ms. Olsson advised high-net-worth clients as a Vice President of Wells Fargo Bank. Additionally, Ms. Olsson served as Counsel at Schiff Hardin LLP where she advised high-net-worth clients on various aspects of their estate plan. Ms. Olsson began her career as an attorney for Aaron, Riechert, Carpol, Riffle and then with Pillsbury, Winthrop, Shaw, Pittman.
Ms. Olsson works with her clients on every stage of a planning engagement, from discussing foundational documents to designing more sophisticated wealth-shifting and preservations vehicles such as spousal lifetime access trusts, intentionally defective grantor trusts, and incomplete non-grantor trusts, as well as the ongoing administration of those strategies. Given her base in the Bay Area, Ms. Olsson has extensive experience planning for illiquid assets, including real estate, founder shares, QSBS, stock options, and carried interest.
Ms. Olsson received her Juris Doctor from Santa Clara University School of Law and her Bachelor of Arts in Economics and Environmental Studies from Lewis and Clark College in Portland, Oregon. She is a member of the California State Bar as well as the Trusts & Estates Section and Taxation Section of the California Lawyers Association in addition to being a State Bar of California certified specialist in Estate Planning, Trust & Probate Law.
Ms. Olsson resides in the Bay Area with her daughter and coaches pole vault for a local Bay Area high school.
It is important to remember that IEQ and its employees do not provide tax, legal, or other advice. Clients should consult with their legal and tax advisors regarding their personal circumstances.