Cohen Consultancy
About Us

          Cohen Consultancy delivers integrated wealth management and business operational support to efficiently scale capital. Founded by Shanee Scarlett Cohen, the firm combines elite tax expertise and bespoke legal solutions with hands-on deal execution.

          What sets us apart is not only our technical depth, but the ability to operate as an extension of our clients' in-house teams. Traditional law firms prioritize billable hours while we prioritize the results. Built by a founder who understands the needs of family offices and business owners, we move quickly to bridge the legal, tax, and financial silos to deliver strategies that pass scrutiny while unlocking growth and competitive advantage. Our trusted network of attorneys, accountants, and technical advisors to allow clients to secure top-tier outcomes at preferential rates without the administrative friction of managing multiple providers. From protecting intellectual property to executing complex cross-border transactions and supporting product development, we deliver world-class expertise with efficiency.

          Our vision is simple: institutional-quality solutions without institutional overhead. We design solutions tailored to each client so operators and investors can mitigate risk, maximize after-tax returns, and scale confidently across borders.

Shanee Scarlett Cohen

Managing Partner

Beverly Hills

Areas of Focus

Strategic Tax Consulting, Business Transactions, Compliance, Operational Support

Education

UCLA, J.D., Business Law: Tax Specialization

AICPA Certificates: International Tax, Advanced Taxation of LLCs and Partnerships, Estate Planning, Tax Staff Essentials

        Scarlett Cohen is a California attorney and wealth strategist with a decade of experience at the intersection of law, tax, and business operations. She has advised on billions of dollars in complex transactions spanning real estate, private equity, and cross-border investments; with a particular focus on structuring vehicles that maximize after-tax returns.

        Scarlett began her career in the real estate sector, where she advanced major development projects, secured entitlements and financing, skillfully negotiated complex joint venture transactions, and successfully advanced major private equity investments for family offices. She graduated from UCLA School of Law with a Juris Doctorate specializing in taxation and applied tax-forward strategies to her existing knowledge of asset management. She has cultivated advanced strategies with respect to valuation discounting, structured assets into tax-efficient trust devices, private insurance placements, oversaw complex derivatives-based tax structuring projects, and developed novel techniques to minimize estate and gift taxes to ultimately save clients hundreds of millions of dollars.

        Over the past decade, Scarlett has advised on billions in complex real estate, private equity, and investment transactions. Today, Scarlett's work is defined by one guiding principle: translating institutional-grade strategies into actionable solutions for family offices and entrepreneurs.