Paula Lo

Paula brings broad experience with an emphasis on taxation and multi-generational planning for ultra-affluent families in Silicon Valley. She provides integrated advice including income tax consulting and compliance, philanthropy planning, and wealth transfer. Paula also is responsible for the management and development of the firm’s tax practice.

Prior to Catalyst Family Office, LLC, Paula was a Director at myCFO, a large national multi-family office, for over 18 years. Paula practiced public accounting at Grant Thornton LLP and PricewaterhouseCoopers LLP prior to joining myCFO. Over her 25 year career, Paula has provided tax and financial advice to many of Silicon Valley’s top entrepreneurs, C-level executives, and venture capitalists.

Paula is a Certified Public Accountant in California. She graduated with magna cum laude from San Jose State University and is an active member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants.

Location

Menlo Park, United States

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Catalyst Family Office

Catalyst Family Office provides comprehensive tax planning, strategic advice, and integrated family office services for ultra-high net worth individuals and families.


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11-50

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