Ari Shamir, CPA

Principal & Family Office Co-Lead

Ari brings over 12 years of tax and accounting expertise, initially honing his skills at a Big Four firm serving top-tier asset managers. For the past six years, he’s specialized at a boutique multi-family office, focusing on tax compliance, estate planning, and business management for high-net-worth clients across various industries.


Ari excels in integrating financial strategies with clients’ personal and professional aspirations, ensuring comprehensive services.