Veronica P. Ciari

Zoom

Veronica P. Ciari

Director

Veronica is a Director of Family Office with more than 30 years of experience. Her expertise includes:

  • Interface with clients and family members, investment advisors, bankers and other professionals on a variety of activities including investment valuations, private foundations, donor advisor funds, insurance and other issues needed
  • Provide oversight for all aspects of family office accounting including consolidated financial reporting, budget to actual reporting and special projects such as private aviation analysis, art management and assisting with real estate and private investment analysis
  • Manage the accounting and administration of clients’ private investments including preparation of capital calls, distribution notices and quarterly reporting to investors
  • Interface with attorneys, transfer agents and investment companies as required
  • Facilitate Human Resource services including payroll, 401k plans administration and employee benefits plan for clients’ household staff
  • Coordinate with tax professionals on the preparation of tax packages for individuals and their various entities

Professional Memberships

Co-founder, WwE, a networking organization of professional women with HNW clients

Education/Certification

B.S., Finance and Accounting, Santa Clara University

Professional Experience

Seiler LLP
Corporate Controller, Earth’s Best, Inc.
Chief Financial Officer, Transtech Ventures, Inc.
Controller, Basys, Inc.
Auditor, Deloitte
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Community Affiliations

Team Captain, Relay for Life

Silicon Valley

San Francisco