Kathy Lahey Email & Phone Number

Kathy manages a team of six professionals including attorneys, CPA's and CFP's who provide tax and financial planning services to ultra-high net worth families. Services include income tax & estate planning, philanthropic, benefits, retirement, and cash flow planning.The team has assisted clients achieve their financial goals and objectives, including tax savings in excess of $1 billion.Kathy is a member of the Trust & Estate Committee of The Rockefeller University and co-chairs the New York State Society of CPA's Annual Conference: Relations with the IRS. She has lectured at Columbia University's Graduate Business School on topics related to Private Wealth Management.

Listed skills include Cpa, Family Office, Income Tax, Trusts And Estates, and 14 others.