Karen Fierro is the Partner of Trusts & Estates. She uses her expertise to advise individuals and families on complex tax strategies to build and preserve wealth.
In her role as Partner of Trusts & Estates, Karen is leading the team as an integral segment of the newly formed Wiss Family Office, providing estate planning support tailored to the needs of ultra-high net worth families.
Karen enjoys interaction with people and finds in-person or ZOOM meetings are the best way to connect with clients. Karen believes being present for a client means being responsive to their questions when they need assistance the most. Listening, informing, and advising is the key to building relationships as a trusted advisor.
Karen joined Wiss in May of 2021 as Partner Trust & Estates with a background of over 15 years in all aspects of Trust & Estates, both domestic & international, and a solid foundation in general taxation and accounting.