Sally Wang
- Director, Eisner Advisory Group LLC
Contact
Sally Wang is a Tax Director in the firm's Private Client Services Group. With more than 25 years of experience, Sally manages teams that provide customized strategies to investment professionals and ultra-wealthy families.
Sally oversees compliance and planning for high-net-worth individuals, fund partners, and family groups with complex financial portfolios. Her work spans tax planning, personal net worth reporting, and managing investment partnership structures.
Prior to joining the firm, Sally held leadership positions at major public accounting firms and within Fortune 500 companies, focusing on high-end individual and family office tax services.
Specialties
- Tax Planning
- High-Net-Worth Tax
- Investment Partnerships
- Family Office Services
Credentials & Education
- Certified Public Accountant (CPA)
- Queens College: BA, Accounting
Affiliations
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants