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Lisa Holscher

Lisa Holscher

Director, Private Client Services

Lisa supports high net worth individuals by providing tax and estate planning guidance through the firm's private client services group.

What is your area of focus?

I provide tax compliance and planning services to family office clients, including family members from primary wealth accumulators and their grandchildren. I also specialize in servicing real estate clients including multi-family residential, commercial, retail and industrial. 

How long have you been at Clayton & McKervey?

Since 2023

What is your favorite part about your job? 

I enjoy working closely with clients to help them pass and preserve wealth between generations. 


  • Federal and multi-state tax compliance and planning for HNW individuals, partnerships and closely held C corps 
  • Cash flow planning for closely held businesses 
  • Client accounting & advisory 
  • Charitable giving 
  • Family partnerships 
  • Financial statement compilation and preparation 


  • Bachelor of Science in Business Administration, Lawrence Technological University


  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Articles by Lisa Holscher

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The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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