Meet Shiri E. Factor

Shiri E. Factor is a Senior Manager – Tax, with more than 10 years of experience handling all aspects of taxation and planning for high net worth families and large trusts and estates.

Shiri has been involved with setting up creative estate plans and effective wealth transfer strategies for many long-standing clients. She works closely with trustees and executors, leading them through intricate tax laws and collaborating with top professionals in the industry. Shiri also specializes in the preparation of complicated estate and gift tax returns, fiduciary income tax returns and personal tax returns.