Sangeeta Lam

Family Office Partner

Sangeeta has over 15 years of accounting management experience and is a Partner in our firm’s Family Office Practice. After starting her career within our Tax Practice where she gained valuable experience serving high net worth individuals, Sangeeta transferred to our Family Office Practice where she provides outsourced accounting support to high net worth individuals and their families. Sangeeta’s areas of expertise include:

  • managing cash flow, bank accounts, credit cards, etc.
  • facilitating personal investment transactions
  • bookkeeping and accounting, including monthly and annual reporting
  • tracking expenses
  • preparation of information for use in tax planning and return preparation

Sangeeta was instrumental in the expansion of our Family Office Practice in our firm’s San Francisco office, enabling our team to serve even more clients. As a Partner, Sangeeta is focused on providing a variety of services that are tailored to meet the needs of each client, enabling them to focus their time and energy on their personal priorities.

  • B.S. Santa Clara University