Kathy Lahey

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.

Kathy is President of the LPGA Amateur Golf Association - New York City Chapter.