Karen Fierro is the Director of Trusts & Estates. She uses her expertise
in advising individuals and families on complex tax strategies to
build and preserve wealth.
In her role as Director of Trusts & Estates, Karen leads the team as an
integral member of Wiss Family OfWce, providing estate planning
support tailored to the needs of ultra-high-net-worth families.
Karen enjoys interacting with people and Wnds 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, and that listening, informing,
and advising is the key to building relationships as a trusted advisor.
Karen joined Wiss in May of 2021 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. |  |