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Shareholder, Tax and Wealth Management


Office: San Francisco
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Henry has provided tax services to individuals and businesses for over 30 years, with a focus on tax planning for high net worth individuals. He consults on financial planning, estate planning, and wealth transfer strategies. The co-founder of Vista as well as BPM, Henry audits high net worth families as the “Family CFO.” His expertise has been cited in Fortune magazine in regards to year-end tax planning opportunities.

Professional Affiliations



  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)
  • Member – Taxation Committee, American Institute of Certified Public Accountants (AICPA)
  • Chairman- Membership Committee of Meadow Club
  • Past President – Northwest Region American Technion Society

Education



  • MA/Taxation – Golden Gate University
  • BS/Psychology – University of California, Berkeley

Interesting Tidbit



Not sure which has proven more valuable: his undergraduate degree in Psychology, or his Master's Degree in Taxation.