Lucy Ni
Managing Director, Private Client Services
- Role
- Managing Director at Baker Tilly US
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Lucy Ni
Since 2003, I have served as a trusted advisor to world-class companies and private clients, navigating the high-stakes complexities of international tax and cross-border planning.I partner with founders, entrepreneurs, and UHNW families to design bespoke tax strategies that safeguard global interests and secure long-term financial legacies. By bridging the gap between corporate-scale sophistication and personal wealth preservation, I help my clients move confidently across borders.Specialized Expertise for: Founder & Executive Planning: Guiding entrepreneurs and executives through the tax nuances of liquidity events, IPOs, and complex equity compensation.Cross-Border Wealth Strategy: Solving the technical challenges of multi-jurisdictional residency, global investments, and international estate considerations.The Asia-Americas Corridor: Leveraging deep cultural fluency and technical experience to advise families with significant footprints in both Asia and the US.Integrated Compliance: Providing high-touch, discreet tax compliance for individuals with intricate global reporting requirements.I hold a Master of Management and Professional Accounting (MBA) degree from University of Toronto and I am a CPA (active license in Washington State).
Experience
Managing Director
Jan 2025 — Present
Lead the delivery of high-touch tax consulting and compliance services for HNW/UHNW individuals, executives, founders and entrepreneurs, family offices, and business owners.• Advise on complex international tax matters, including treaty positions, residency planning, foreign business and investment interest reporting and planning, foreign trust reporting, and cross-border gift and estate planning.• Partner with founders, executives and investors in the high-tech, biotech and semiconductor sectors to manage the tax implications of equity-based compensation as well as major liquidity events.
Education
Renmin University of China
Bachelor of Commerce - BCom, International Taxation (School of Finance)
1996 — 2000
University of Guelph
MA, Economics
2000 — 2001
University of Toronto
MBA, Management and Accounting
2001 — 2003
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