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Family Office

Martina Weihs-Werner, CPA

Managing Director

TAG Associates responsibilities:

  • Senior Advisor in Family Office Group
  • Taxation and wealth preservation planning for high net worth families and their associated entities

Experience:

  • Joined TAG in 2014
  • Public accounting background with specialization in high net worth individuals, trusts, and estates

Education and Professional Designations:

  • Pace University, Lubin School of Business, MS
  • Vienna University of Business Administration & Economics, MBA, Economics
  • Estate Planning Committee of the New York State Society of Certified Public Accountants (NYSSCPA), Member
  • NYSSCPA Trust & Administration Committee, Member
  • American Institute of Certified Public Accountants, Member
  • Society of Trust & Estate Practitioners, NYC Chapter, Member
  • Certified Public Accountant (CPA)