Our People

Patricia Giarratano, CPA

With more than 25 years of experience, Patricia “Patti” Giarratano specializes in estate, trust, gift tax and income planning and compliance. She helps ultra-high net worth clients, business owners and executives develop sophisticated trust and estate structures that facilitate wealth transfer planning and optimize tax advantages.

Giarratano’s extensive knowledge encompasses trust and gift tax planning and compliance, private foundations, estate tax compliance and administration and retirement planning. Her deep expertise also benefits multi-generational families.