Lucy has more than 20 years of experience advising private clients, family enterprises and businesses on international tax planning and controversy. She serves as the firm’s liaison between the private client and international tax practices, bringing together the two groups to deliver 360° tax advice to global entrepreneurs and families with cross-border interests.

Lucy represents high–net-worth individuals, family offices, multinational corporations, funds, trusts and estates, and nonprofit organizations. She advises clients in structuring and managing cross-border businesses and investments, pre-immigration planning and expatriations, personal tax and estate planning including domestic and foreign trusts, and U.S. tax compliance in the cross-border context. She represents foreign trusts and estates and their U.S. beneficiaries in U.S. tax planning and compliance.

Lucy works closely with entrepreneurs and fund managers to develop exit strategies and implements post-exit family office or wealth management structures. Lucy also provides business tax advice in structuring and exiting platforms in bilateral or multilateral jurisdictions, anti-deferral regimes, managing taxable nexus and permanent establishments, cross-border reorganizations, and benefits under bilateral tax treaties. She also represents globally mobile executives and companies in developing 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. She also helps U.S. taxpayers in curing their prior noncompliance, including voluntary disclosures.

Lucy previously served as a partner of the firm. She rejoined the firm after serving as the CEO of an international family office with investments in the United States, Asia, Europe and the Middle East. She also served as the vice chairwoman and CEO of a multinational technology company focused on sustainable solutions for the paper and pulp industry. In a prior role, Lucy was a partner at a Big Four accounting firm, where she led cross-border private client services and represented U.S. and foreign taxpayers in controversies with the IRS. Lucy also served as international corporate tax counsel for General Electric Company, where she focused on businesses in Asia, Latin America and Europe.