New York-based IPA 100 firm PKF O’Connor Davies (FY20 net revenue of $211.8 million) has admitted Bhakti Shah as a partner in its trust and estate practice.
Shah has spent the past 10 years working with high-net-worth individuals on complex mitigation strategies, retirement planning and charitable giving. Prior to joining PKF O’Connor Davies, she worked for two Big 4 firms, and most recently served as the senior VP and tax planning manager of a wealth management firm.
“Bhakti is a first-rate accountant and attorney whose proven track record of client collaboration makes her a natural fit for the PKF O’Connor Davies team,” says partner Christine Pronek. “Her unique understanding of both the financial and legal facets of trust and estate planning will ensure clients are able to develop plans that fully reflect their wishes.”