Meet Kyle Bochat

Director of Private Wealth

CPWA®, CEPA®

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Meet Kyle Bochat

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Director of Private Wealth

CPWA®, CEPA®

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Leading with experience and insight

Leadership in Wealth Management and Strategic Financial Solutions

He coordinates with a team of tax professionals, attorneys, bankers, insurance advisors, and M&A consultants that serve to address concerns and opportunities for wealthy clients. Kyle has had the privilege of helping many successful professionals and business owners through the private wealth planning process leading them to new investment opportunities, tax savings and peace of mind regarding wealth transfer.

Kyle's Diverse Experience: A Journey Across Different Fields to Help Manage Wealth

Over the course of Kyle’s professional career, he’s gained experience in diverse industries. The skills acquired from careers in training and development, leadership, healthcare administration and operating wealth management practices over the years has added to his perspective on how to help affluent entrepreneurs and wealthy families.

From Sailing to Service

After receiving his American Sailing Association certification 101, Basic Keelboat, in 2022, Kyle went back in 2023 to certify on blue water vessels getting his ASA 103, Basic Coastal Cruising certification. He routinely practices the sport of sailing as a member of the Passport Sailing Club Lake Lanier. If Kyle isn’t working or on the water, you’ll find him exploring new golf courses in the region including several area TPC courses, home of some of golf’s biggest tournaments. Kyle’s is the proud husband of his wife of 21 years, Erin, and three daughters, Jaelynn, Natalie and Mallory who are students of the University of GA and Cherokee Bluff High. Kyle is passionate about his work, family, faith and community and is a past board member Boys & Girls Club, United Way and The Guesthouse. Kyle actively serves as advisory board member of NG3, a regional public school athlete small group ministry and non-profit.

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Yale Graduate & Certified Exit Planning Advisor

Kyle’s has built his practice around helping high net worth families and business owners grow, protect and transition their wealth. As a graduate from the Yale School of Management’s Private Wealth Advisor program and a Certified Exit Planning Advisor, he is experienced in navigating the complex challenges and opportunities common with having wealth and business assets.

Experienced Advisor and Devoted Family Man

Kyle resides in NE Georgia with his wife Erin and three girls, Jaelynn, Natalie and Mallory. He is an ASA certified sailor, poor golfer and active dad passionate about his faith, family, clients, and community.

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