Senior Leadership

Neil Shapiro

Neil Shapiro, CPA

Head of Family Office Practice

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
  • Client Relationship Management, with oversight of Wealth Management Strategies


  • Joined TAG in 2002
  • Arnhold and S. Bleichroeder, private equity, investment banking and equity research
  • Senior Auditor, Financial Services KPMG Peat Marwick

Education and Professional Designations:

  • University of Wisconsin-Madison School of Business, BBA-Accounting
  • Certified Public Accountant (CPA)
  • New York State Society of Certified Public Accountants