Family Office

Robyn S. Transport, 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 at its founding in 1982
  • Arthur Young (now Ernst & Young)

Education and Professional Designations:

  • University of Buffalo, BA
  • Certified Public Accountant (CPA)

Boards, Philanthropic Involvement, Awards and Honors:

  • 50 Most Influential Women in Private Wealth Management, 2015 and 2016