Pam Berkowitz is the Managing Director of Trust & Estate Planning at Offit Capital Advisors, a national Registered Investment Advisor with offices in New York City and Los Angeles. Pam guides her clients in complex estate and trust planning matters, helping them preserve wealth and minimize tax impacts. Understanding the challenges her clients face, Pam offers experience and empathy to the planning process, and educates younger generations about wealth stewardship. Pam enjoys working with individuals and families to help identify and preserve their values through charitable giving and planning.
Pam has a B.A. from Indiana University and a J.D. from Loyola University Chicago School of Law, with a certificate in tax law. Pam’s professional endeavors are informed by her own life experience, as is her community involvement. She is a national board member and active supporter of The Pink Agenda, an organization that engages young professionals to promote breast cancer research and education.
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