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Family Office

Nami S. Kim, CPA

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

Experience:

  • Joined TAG in 2019
  • KKR Financial Services, Vice President, Client Relationship Manager
  • Public accounting, tax compliance specializing in private equity, hedge funds and high net worth individuals at Ernst & Young and Deloitte

Education and Professional Designations:

  • St. John’s University, BA, Accounting
  • St. John’s University, MS, Taxation
  • Certified Public Accountant (CPA)