Patty Bo

As a Partner at FLSV, Patty brings over three decades of experience advising high-net-worth individuals and families on tax, estate, and financial planning matters. After beginning her career at Morgan Stanley, where she provided tax compliance and planning services to senior executives, Patty joined FLSV at inception. Patty’s clients include entrepreneurs, venture capitalists, and C-suite leaders—many of whom have worked with her for decades.

Patty’s expertise spans estate and gift tax planning, family office services, trust taxation, and federal and state residency audits. She is known for her responsive, collaborative approach and for guiding clients through complex financial decisions with clarity and care. Whether advising on a major gift, reviewing a tax notice, or coordinating with attorneys and wealth managers, Patty is a trusted advisor who understands her client’s full picture.

Patty credits much of her career success to FLSV’s collaborative, entrepreneurial culture. As she puts it, the firm has always empowered her to grow, explore new areas, and build long-term connections with clients and colleagues.

Outside of the office, Patty enjoys traveling the world, hiking, and playing tennis and pickleball. Her favorite adventures include visiting Iceland, Norway, and Alaska to experience glaciers and remote landscapes. Her bucket list continues to grow, and she hopes to explore more of Asia and Central America in the near future.