Family Office

Heather Weiser

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 Andersen Tax

Education and Professional Designations:

  • University of Miami, BBA, Accounting
  • Baruch College Zicklin School of Business, MS, Taxation