Lori specializes in tax planning and other advisory services for private and public companies and individuals/family groups. She recently spent 10 years working in private equity in senior roles in project management and tax; advising and coordinating acquisitions, reorganizations and divestitures in the real estate, intellectual property and energy services and supply sectors using different structures to minimize tax and meet stakeholder and other business objectives.

Her experience also includes 15 years in public practice in senior roles, including building and leading the tax group in a mid-sized firm, advising both private and public clients in merchant banking, mining, real estate, manufacturing and other investment and operating activities.