Rachel Lee advises families and individuals on estate and tax planning matters, guiding them through the unique complexities of significant wealth. She develops bespoke strategies for business succession, pre-liquidity planning, and multigenerational wealth transfer, often involving closely held operating companies, concentrated investment positions, real estate portfolios, and qualified small business stock (QSBS).
Additionally, Rachel supports families in creating purposeful philanthropic legacies, counseling clients on the formation and ongoing administration of private foundations and other charitable vehicles.
She is known for integrating advanced technical planning with a nuanced understanding of each client’s personal and financial objectives. Her approach is both empathetic and educational, empowering clients to make informed decisions and articulate their long-term goals with clarity and confidence. She frequently partners with financial planners, accountants, and investment professionals to design integrated strategies tailored to each client’s circumstances.
Rachel is actively involved in the American Bar Association’s Real Property, Trust & Estate Law Section, where she currently serves as Vice Chair of the Business Planning Group. She is committed to advancing the field through continuing legal education and professional mentorship.
