Chief Executive Officer @ Fortuna Family Office (January 2020 - August 2022)
Chief Executive Officer @ (January 2020 - June 2022)
Vice Chair @ (January 2019 - December 2022)
Partner @ (January 2018 - December 2020)
Partner @ (January 2015 - December 2018)
Partner @ (January 2014 - December 2015)
International Tax Counsel @ (January 2012 - December 2014)
Partner @ (January 2007 - December 2012)
Manager @ (January 2000 - December 2007)
Lucy Lee Education
Georgetown Law
LL.M. (Taxation)
2003-2005
The George Washington University Law School
J.D. (Law)
1998-2001
University of Virginia
B.A. (Government)
1994-1998
Lucy Lee Skills
International Tax
Tax
Income Tax
Trusts
Estate Tax Planning
Investments
High Net Worth Individuals
Tax Law
Corporate Tax
Mergers
Cross-border Transactions
Tax Advisory
Private Equity
Financial Structuring
Estate Planning
IRS
International Law
Joint Ventures
Legal Writing
Mergers
US Tax
Finance
Wills
Accounting
CPA
Tax Accounting
Corporate Law
Cross Border Transactions
Financial Reporting
Strategic Planning
Lucy Lee Summary
Lucy Lee, based in Washington, DC, US, is currently a National Tax Leader and Partner at Citrin Cooperman. Lucy Lee brings experience from previous roles at Akin Gump Strauss Hauer & Feld LLP, Fortuna Family Office and HS Manufacturing Group. Lucy Lee holds a 2003 - 2005 LL.M. in Taxation @ Georgetown Law. With a robust skill set that includes International Tax, Tax, Income Tax, Trusts, Estate Tax Planning and more. Lucy Lee has 2 emails and 4 mobile phone numbers on RocketReach.
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