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
Experience:
- 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
