Tricia Levin, CPA

Tricia Levin is the of Head of Family Office Services for the firm’s Multi Family Office. She works with families providing strategic advice designed to optimize the full suite of services clients need as part of their unique family office solution. She has oversight for the comprehensive delivery of those solutions, including cash flow and entity management, philanthropic giving, administrative services (bill pay, consolidated reporting, and capital call administration), and tax and accounting advisory.

Prior to joining the firm in 2023, Tricia was a Managing Director of Client Service at Geller Advisors for over 10 years. She served as a Lead Advisor for some of the most complex families and their private businesses, providing tax advisory and family office services. In addition, she oversaw all the tax compliance needs for the family and their entities, including personal, business, trusts, and not-for-profit. Prior to Geller, Tricia was with Deloitte Tax LLP in their New York Private Equity Practice for 18 years, where she worked her way up from Associate to Partner. She served some of the largest private equity funds and its partners.

Tricia received a B.B.A. from Emory University and a master's degree in taxation from Fordham University. She is a CPA and member of the AICPA.