Investment Management Private Wealth
Partner | Deloitte Tax LLP
111 S. Wacker Drive
Wendy leads the Private Wealth Tax sector of the Investment Management industry practice. In this role, she works with colleagues across the country to develop and deliver innovative tax solutions related to the income, gift, and estate tax planning matters for Private Wealth clients. Her clients include family offices, investment vehicles, closely held operating businesses, and ultra-high net worth families who have complex investments both in the US and abroad.
2019 essential tax and wealth planning guide
Move forward with confidence
US taxation and information reporting for foreign trusts