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
Experience:
- Joined TAG in 1986
- Price Waterhouse, International Tax Division
Education and Professional Designations:
- New York University, BA-Business Administration
