Family Office

Clara Wong

Clara Wong

Managing Director

TAG Associates responsibilities:

  • Senior Advisor in Family Office Group
  • Design and implementation of comprehensive plans involving financial management, wealth transfer, administration/controllership, tax planning/compliance
  • Coordination and supervision of internal and external CPAs, attorneys, portfolio specialists, and bookkeepers
  • Experience with multi-generational and multi-national client families


  • Joined TAG in 1986
  • Price Waterhouse, International Tax Division

Education and Professional Designations:

  • New York University, BA-Business Administration