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Pamela Dennett

  • Partner, Eisner Advisory Group LLC
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Pamela Dennett is a Partner in the firm's Private Client Services Group and brings over 30 years of industry experience helping ultra-high-net-worth individuals, family offices, multi-generational families, and business owners navigate complex tax landscapes.

As a tax planning specialist, Pamela skillfully guides her clients through the intricacies of estate tax, gift tax, charitable planning, income tax (individual and fiduciary), and generation-skipping transfer tax. Furthermore, Pamela possesses in-depth knowledge of post-mortem tax matters, assisting executors and trustees in the administration and taxation of complex estates and trusts, including trust funding and trust accountings.

Before joining the firm, Pamela was a Tax Partner at a national accounting firm where she led the estate, gift, and trust national tax team and provided invaluable support to ultra-high-net-worth individuals, family offices, business owners, executives, and executors/trustees throughout the United States. In addition, Pamela spent 7 years with a Big 4 firm working in the institutional trust group and private client advisor group and 7 years at a global investment bank consulting with ultra-high net worth families on wealth transfer tax strategies. 

As a seasoned tax planning specialist, Pamela actively shares her insights focused on topics related to tax strategies through various speaking engagements and publications. 

Specialties

  • Tax Planning
  • Estate & Trust
  • Ultra High Net Worth Individuals
  • Estate & Gift Planning
  • Family Office Services
  • Personal & Fiduciary Income Tax

Credentials & Education

  • CPA (Certified Public Accountant)
  • CFP (Certified Financial Planner) 
  • Old Dominion University: BS, Political Science

Affiliations

  • American Institute of Certified Public Accountants
  • Communities Foundation of Texas: Advisory Council
  • Texas Society of CPAs
  • Dallas Estate Planning Council 

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