Joanna Meng

Family Office Director

Joanna has over 15 years of accounting management and tax experience. As an experienced financial leader, she has honed her skills and expertise in tax management, strategic financial planning for high-net worth families, and building long-term meaningful client relationships.

She works closely with families assisting them with the management of their day-to-day financial matters and entities, thriving by combining her talents in project management, ethical stewardship, and collaboration.

Her areas of expertise include: monthly and annual reporting; assistance with investments transactions and subscription documents, tracking expenses and cost basis of assets, assistance with payroll processes and health benefit administration, and preparation of information for use in individual and business tax planning and return preparation.

Internally, Joanna plays a key role in strategic initiatives for the Family Office department to increase speed, quality, and expansion of client service offerings. These include initiatives around team engagement or morale, new software, and process optimization and standardization.

  • M.S. University of Oregon
  • B.S. University of Oregon
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the California Society of Certified Public Accountants (CalCPA)
  • Member of the Family Wealth Alliance’s Young Professional Network