Cohen Consultancy focuses on broad-spectrum wealth management and tax-advantaged estate planning to ensure the accelerated growth of wealth across generations.
Shanee Cohen has spent nearly a decade working in the real estate sector with expertise in facilitating major development projects, obtaining entitlements, securing financing, skillfully negotiating complex joint venture transactions, and successfully advancing major private equity investments for family offices. Shanee is familiar with a variety of asset classes including international equities, bonds, insurance, closely-held assets, and derivatives.
Shanee graduated from UCLA School of Law with a Juris Doctorate specializing in taxation. She practiced at a boutique law firm renowned for its expertise in high net-worth international tax planning. Cohen Consultancy was formed when Shanee combined international tax and estate planning strategies with her knowledge of asset management; having developed advanced asset valuation discounting strategies, structured assets with tax-efficient trust frameworks, and overseen complex derivatives-based tax structuring projects. This creates a holistic approach to estate planning and wealth management.