Arti Batra

Director, Wipfli Advisory LLC

As a director in Wipfli’s estate, gift and trust tax practice, Arti helps business owners, executives and multigenerational families design and implement efficient wealth transfer strategies aligned with their long term goals. She brings a thoughtful approach to planning and provides clear and strategic guidance in balancing tax efficiency with family goals and priorities.

She has significant experience in assisting clients with creating comprehensive estate plans to protect and transition wealth across generations. As an estate planning attorney and consultant, she advises clients on incorporating sophisticated gifting and wealth transfer strategies, business succession planning and identifying planning opportunities within an evolving income and transfer tax environment. She is known for simplifying complex rules, communicating proactively and helping clients understand their options with clarity and confidence.

At Wipfli, Arti collaborates closely with cross functional teams to ensure clients receive integrated support that reflects their personal, business and legacy objectives. She listens closely to each client’s goals and family dynamics, then builds tailored solutions that align with what matters most to them. Her thoughtful guidance reinforces Wipfli’s commitment to delivering high quality, people focused service and helping clients move forward with certainty and peace of mind.

Professional memberships and activities

• Financial and Estate Planning Council of Metro Detroit, Michigan Women's Tax Association