Traci Kratish Pumo

Traci Kratish Pumo

Managing Director, National Technical Director, Private Client Services


BDO West Palm Beach Office



Executive Summary

Traci Kratish Pumo provides a unique, multidisciplinary approach to ensure clients achieve their family wealth, tax and personal financial planning goals. Traci’s clients include family offices, executives, closely held businesses and entrepreneurs.
Prior to joining BDO, Traci led the local Private Client Services practice of a Big Four accounting firm. While there, Traci assisted a large family office with updating an estate plan prior to a $1 billion sale of an investment asset in which the family held the majority share. Her past experience includes serving as General Counsel to a family office, where she was the lead advisor for a capital-raising team that successfully secured more than $1 billion in funding. Traci previously practiced law in her own boutique law firm, which focused on providing tax, trust and estate planning services to high-net-worth individuals and closely held family businesses.
Traci was admitted to the U.S. Tax Court in 2003. She has written numerous articles for tax and financial publications, including The Tax Advisor, and she was a contributing author and served on the editorial board for the EY Tax Guide. She serves on the Steering Committee for Palm Beach County’s Wealth & Estate Planning Seminar.
Traci is a native Floridian and maintains ties to the community as an alumna of Leadership Boca 2014 and Leadership Broward Class XXXI, and she is a life member of the Society of American Magicians. 

Professional Affiliations

American Bar Association, Tax Section and Real Property, Trust and Estate Law Section
American Institute of Certified Public Accountants
Florida Bar, Tax Section, Past Executive Council Member
Greater Boca Raton Estate Planning Council
University of Florida, Fisher School of Accounting Advisory Board


LL.M., Tax, University of Florida
J.D., University of Florida
M.Acc., University of Florida
B.S., Accounting, University of Florida (honors)