Lucy is a tax partner in Citrin Cooperman’s National Tax Office and leads the firm’s Private Client Services Practice serving high-net-worth individuals, private companies, and family offices. She has over 24 years of experience advising clients on sophisticated tax matters, including the structuring and management of family offices, inbound and outbound businesses and investments, wealth management structures, estate and succession planning, domestic and foreign trusts, pre-immigration tax planning and expatriations, and U.S. tax compliance in the cross-border context (including FATCA and CRS). Lucy combines her experience in private client services and tax advisory to deliver holistic tax advice to clients with global interests.

Lucy works closely with entrepreneurs and fund managers to develop transactional strategies and to implement post- transaction structuring for family offices and wealth management. She supports her clients with organizational structuring in multiple and complex jurisdictions, complimented with tax efficient advisory, including expanding and exiting platforms in bilateral or multilateral jurisdictions, managing taxable nexus and permanent establishments, cross-border reorganizations, and benefits under bilateral tax treaties. Her experience includes global mobility advisory for executives and companies in managing taxable nexus and U.S. tax compliance programs.

Lucy represents taxpayers in controversies with the Internal Revenue Service (IRS) and with foreign tax authorities under Mutual Agreement Procedures.

Lucy previously served as a partner of Akin Gump Hauer Strauss & Feld LLP and as a partner of EY in the National Tax Office where she led cross-border private client services and represented U.S. and foreign taxpayers in controversies with the IRS. She also served as the CEO of an international family office with investments in the United States, Asia, Europe, and the Middle East, and served as the vice chairwoman and CEO of a multinational technology company focused on sustainable solutions for the paper and pulp industry. Lucy also previously served as an international corporate tax counsel for General Electric Company, where she focused on businesses in Asia, Latin America, and Europe.