Lisa Knee is a Tax Partner with over 20 years of experience advising and serving families and owners of closely held businesses. Her expertise ranges across a variety of industries including hotel, real estate, financial services, aviation and restaurant sectors. She has advised leading real estate owners, operators and developers on acquisitions, re-financings, like-kind exchanges, joint venture arrangements and structuring rehabilitation tax credits. She has also served as an advisor to numerous hotel and hospitality clients and world-renowned restaurants groups.
Lisa works closely with private equity firms on domestic tax structuring and globally for the portfolio companies, management companies and individual owners. She has mediated tax issues and provided litigation services related to partnership disputes. Lisa has also gained extensive expertise in the aircraft industry analyzing and developing structures for aircraft acquisitions, leases and fractional shares for clients to acquire or sell aircraft.
As a trusted advisor, Lisa also assists high-net worth individuals and family/owner-managed business clients on methods to preserve and enhance business and family net worth as well as business succession planning for multigenerational families. She analyzes and updates estate plans, including reviewing wills and trust instruments while developing liquidity strategies