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Family Office

Neil Shapiro, 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
  • 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
  • Auditor, Financial Services KPMG

Education and Professional Designations:

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