Liz McGrath

Liz McGrath has experience providing tax planning to domestic and international high-net-worth individuals and assisting with their trust and estate planning and cross-border issues. She has extensive experience with pre-immigration and expatriation planning, and foreign bank and asset reporting for individuals in the U.S. and abroad.

Earlier in her career, she worked at a Wall Street investment firm which contributed to her knowledge about net worth and cash flow accounting for wealthy families. She holds a FINRA Series 7 and Series 66 certification.