Amy Pienta

Amy Pienta

Managing Director, Family Office Services

CPA

BDO Chicago National Office

312-730-1414

vCard

Executive Summary

Amy has 18 years of experience providing a multitude of financial and tax services to families, including tax planning, family governance, and trust planning. She works closely with families to provide ongoing services, tailored to the needs of each family, in order to preserve wealth, provide family transparency, and manage the complexities of extraordinary wealth.

Amy has provided and overseen services for both foreign and domestic trustees, including quarterly or annual reporting to beneficiaries and trustees; establishment and monitoring of policies and procedures for the domestic trustees; and asset and investment manager monitoring for foreign trustees.

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society (ICPAS)

Education

M.S., Taxation, DePaul University
B.S., Accounting, DePaul University