Executive Summary

Traci provides a unique, multidisciplinary approach to ensure clients achieve their family wealth, tax and personal financial planning goals. Her clients include family offices, multinational families, executives and closely-held business entrepreneurs. Traci advises clients regarding cross-border estate and gift planning, the sale of closely-held business interests, and wealth transfer planning.

Traci has had the opportunity to speak before the Florida Institute of CPAs, the Palm Beach Chapter of YPO, and the Chamber of Commerce of the Palm Beaches. In addition, she has been quoted in the New York Times and US News and World Report on tax reform and income tax planning. Traci was also honored by the South Florida Business Journal as a 2022 Influential Business Woman.

Prior to joining BDO, Traci led the local Private Client Services practice of a Big Four accounting firm. Her past experience also includes serving as General Counsel to a family office and practicing law in her own boutique law firm that focused on providing tax, trust, and estate planning services to high-net-worth individuals and closely-held family businesses.