We provide financial advisory and tax advisory services to entrepreneurs, high-net-worth individuals, family offices, small and medium-sized businesses, and private equity firms. We also provide tax resourcing services to Fortune 1000 and other large public and private companies. All of this is done through our proven process of leadership advisory, which enables us to help people and businesses clarify and simplify their top priorities to enhance focus, organization, communication, execution, and innovation with respect to key initiatives.

Siegfried Advisory

Dabie Tsai

Carolyne Chung

This department manages all tax-related activities, ensuring compliance and optimizing tax strategies.

Tax Department

This department manages client relationships and ensures high levels of customer satisfaction.

Client Services

This department focuses on the growth and progression of managerial skills and capabilities within the organization.

Management Development

This department focuses on providing expert guidance and support for financial transactions and advisory needs.

Financial Advisory Services

This department oversees strategic initiatives and operational management to ensure organizational effectiveness.

Management Office

This department oversees the recruitment process and ensures effective talent acquisition strategies are implemented.

Siegfried Advisory

Org chart

Teams

Tax Department

Client Services

Management Development

Financial Advisory Services

Management Office

Recruitment Management

Offices

Siegfried Advisory

Org chart

Teams

Tax Department

Client Services

Management Development

Financial Advisory Services

Management Office

Recruitment Management

Offices

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