Lisa Cappiello is a Director in the Personal Wealth Advisors Group. With more than 25 years of experience, she provides tax consulting and compliance services to high net worth individuals, family offices, trusts, corporate executives and pass-through entities. Lisa’s client base is diverse servicing individuals, families and businesses in financial services, real estate and private equity industries.
Lisa spent a majority of her career handling tax affairs for individuals, trusts, private foundations, private equity funds, fund of funds, hedge funds, general partnerships, management entities and real estate funds.
Prior to joining the firm, Lisa was the Director of Tax for a multi-generational family office where she was responsible for daily management of the tax group, including all tax related matters, client-related functions from concierge services to complex tax planning. She worked closely with the investment team and advised on potential investments.