Lisa Gray

Partner at Blick Rothenberg

Speaker

Lisa Gray is a partner at Blick Rothenberg working in the US/UK private client team. Lisa’s career has spanned several firms including Big4, small private client teams and, now at Blick Rothenberg, a mid-tier tax practice. This breadth of experience has given her valuable insight into a variety of clients and is able to advise on many US/UK tax compliance and advisory issues that arise within a cross-border context.

Lisa is particularly well known for her work relating to trust and estate planning and compliance services, assisting both onshore and offshore trustees, and beneficiaries, in respect of their interests in trusts. She also provides services to multi-generation families and assist with US estate and UK inheritance tax planning including gifting and settling trusts as appropriate. Lisa continues to have a varied portfolio of clients ranging from personal and professional trustees, individuals who are building wealth or who have recently had a liquidity event.