Heather Weiser
Director
TAG Associates responsibilities:
- Advisor in Family Office Group
- Involved in the day-to-day management of ultra high net worth families including their trusts, family investment partnerships and private foundations
- Financial guidance and coordination with clients’ outside advisors including their attorneys, portfolio managers, and CPAs
- Oversees preparation of financial statements, budgets and payroll
- Assists in obtaining funding for clients including mortgages, refinancing, and secured and unsecured loans
Experience:
- Joined TAG in 2018
- Senior Manager at Anderson Tax
Education and Professional Designations:
- University of Miami, BBA, Accounting
- Baruch College Zicklin School of Business, MS, Taxation
