Pamela Dennett is a Partner in the firm's Private Client Services Group and brings over 30 years of industry experience helping ultra-high-net-worth individuals, family offices, multi-generational families, and business owners navigate complex tax landscapes.
As a tax planning specialist, Pamela skillfully guides her clients through the intricacies of estate tax, gift tax, charitable planning, income tax (individual and fiduciary), and generation-skipping transfer tax. Furthermore, Pamela possesses in-depth knowledge of post-mortem tax matters, assisting executors and trustees in the administration and taxation of complex estates and trusts, including trust funding and trust accountings.
Before joining the firm, Pamela was a Tax Partner at a national accounting firm where she led the estate, gift, and trust national tax team and provided invaluable support to ultra-high-net-worth individuals, family offices, business owners, executives, and executors/trustees throughout the United States. In addition, Pamela spent 7 years with a Big 4 firm working in the institutional trust group and private client advisor group and 7 years at a global investment bank consulting with ultra-high net worth families on wealth transfer tax strategies.
As a seasoned tax planning specialist, Pamela actively shares her insights focused on topics related to tax strategies through various speaking engagements and publications.
- Tax Planning
- Estate & Trust
- Ultra High Net Worth Individuals
- Estate & Gift Planning
- Family Office Services
- Personal & Fiduciary Income Tax
Credentials & Education
- CPA (Certified Public Accountant)
- CFP (Certified Financial Planner)
- Old Dominion University: BS, Political Science
- American Institute of Certified Public Accountants
- Communities Foundation of Texas: Advisory Council
- Texas Society of CPAs
- Dallas Estate Planning Council