Chief Executive Officer @ Fortuna Family Office (January 2020 - August 2022)
Chief Executive Officer @ (January 2020 - June 2022)
Vice Chair @ (January 2019 - January 2022)
Partner @ (January 2018 - January 2020)
Partner @ (January 2014 - January 2015)
International Tax Counsel @ (January 2012 - January 2014)
Partner @ (January 2007 - January 2012)
Manager @ (January 2000 - January 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
Accounting
CPA
Corporate Tax
Cross-border Transactions
Estate Planning
Estate Tax Planning
Finance
Financial Structuring
High Net Worth Individuals
IRS
Income Tax
International Law
International Tax
Investments
Joint Ventures
Legal Writing
Mergers
Mergers
Private Equity
Private Foundations
Public Speaking
Succession Planning
Tax
Tax Accounting
Tax Advisory
Tax Law
Trusts
US Tax
Wills
Corporate Law
Cross Border Transactions
Financial Reporting
Strategic Planning
Lucy Lee Summary
Lucy Lee, based in Washington, DC, US, is currently a Managing 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 Accounting, CPA, Corporate Tax, Cross-border Transactions, Estate Planning and more. Lucy Lee has 2 emails and 4 mobile phone numbers on RocketReach.
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