Victoria (Tori) Pambianco Ose advises high-net-worth individuals and families on all aspects of wealth-transfer planning, including estate, gift and generation-skipping transfer tax planning, estate and trust administration, business succession planning and charitable giving techniques.
Tori has significant experience designing and implementing complex wealth-transfer techniques and customized estate plans, as well as providing counsel to family offices and charitable organizations on a wide variety of issues. She also has experience advising families with international ties and non-US business interests on issues related to domestic and foreign trusts, pre-immigration planning, and US tax compliance obligations.
Tori has substantial experience advising clients on structuring and negotiating large gifts to charitable organizations. Tori has also advised clients on private foundation governance and helped clients develop best practices for their private foundations.
Tori regularly speaks to regional and national audiences on issues related to philanthropy, as well as a variety of issues in estate planning and wealth transfer taxation.