squaresLisa Osofsky
Partner, Private Client Services Practice Leader


Lisa is the Private Client Services Practice Leader and one of five members of the Mazars USA Executive Committee. She is a trusted advisor to successful individuals, entrepreneurs, and family groups.

Lisa’s experience encompasses assisting clients with integrated tax, financial, philanthropic and estate planning. She is a founding member of the firm’s Tax Practice Board.

Lisa has been quoted in The Wall Street Journal, Money, Forbes, and Bloomberg Businessweek.

Prior to joining Mazars in 1987, Lisa was a Senior Accountant at Deloitte. Lisa graduated from the University of Hartford with a Bachelor of Science in Accounting, summa cum laude, and received a Master of Science in Taxation from Seton Hall University.

Industry Expertise

  • High-Net-Worth Individuals
  • Entrepreneurs
  • Professionals
  • Executives and Families

Service Specialties

  • Estate and Gift Tax Planning
  • Financial Planning
  • Succession Planning
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New Jersey
  • Certified Public Accountant, New York
  • Personal Financial Specialist
  • Certified Financial Planner

Recent Media Coverage
“Young Americans Saving for Retirement,” The Hill, February 2017
“A Different Ball Game,” Private Asset Management, August 2016
"How to Teach Your Kids About Their Trust Fund", Podcast, Watching Your Wealth, The Wall Street Journal, June 2016









squaresLisa Osofsky
Partner, Private Client Services Practice Leader

Lisa is the Private Client Services Practice Leader and one of five members of the Mazars USA Executive Committee. She is a trusted advisor to successful individuals, entrepreneurs, and family groups.

Lisa’s experience encompasses assisting clients with integrated tax, financial, philanthropic and estate planning. She is a founding member of the firm’s Tax Practice Board.

Lisa has been quoted in The Wall Street Journal, Money, Forbes, and Bloomberg Businessweek.

Prior to joining Mazars in 1987, Lisa was a Senior Accountant at Deloitte. Lisa graduated from the University of Hartford with a Bachelor of Science in Accounting, summa cum laude, and received a Master of Science in Taxation from Seton Hall University.

Industry Expertise

  • High-Net-Worth Individuals
  • Entrepreneurs
  • Professionals
  • Executives and Families

Service Specialties

  • Estate and Gift Tax Planning
  • Financial Planning
  • Succession Planning
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New Jersey
  • Certified Public Accountant, New York
  • Personal Financial Specialist
  • Certified Financial Planner

Recent Media Coverage
“Young Americans Saving for Retirement,” The Hill, February 2017
“A Different Ball Game,” Private Asset Management, August 2016
"How to Teach Your Kids About Their Trust Fund", Podcast, Watching Your Wealth, The Wall Street Journal, June 2016



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