Allison Boullay

Family Office Director 

Allison Boulay (Allie), CPA, CAP®, serves as a Family Office Director at Bridges Trust, contributing nearly a decade of experience in financial planning, tax strategy, and client relationship management. Her career has been centered on managing relationships with high-net-worth clients, developing tax and estate planning strategies, and addressing the complexities of multi-generational wealth planning.

Allie holds a Master of Professional Accountancy and a Bachelor of Science in Business Administration, with a major in Accounting and a minor in Economics, from the University of Nebraska-Lincoln. She is both a Certified Public Accountant (CPA) and a Chartered Advisor in Philanthropy (CAP®), applying her knowledge and skills to align strategies with clients’ financial goals.

At Bridges Trust, Allison focuses on implementing built-to-suit strategies to help address the specific financial needs of high-net-worth clients, with an emphasis on multi-generational wealth management and estate planning.