Julie Shah
Partner @Eagle Bay Family Office
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WORK HISTORY
Partner @Eagle Bay Family Office
Eagle Bay Family Office is an independent fiduciary firm with offices in New York and Puerto Rico. Eagle Bay\'s highest priority is building relationships with our client families. We focus on transparent communication, around-the-clock support, and establishing trust with our clients. With decades of experience investing across asset classes and market cycles, Eagle Bay’ develops highly sophisticated, personalized portfolios for its family clients. Eagle Bay provides its clients with a full-service experience, from budgeting, investing, and estate planning, to sophisticated asset sales (artwork, real estate), and business succession planning.
EDUCATION
The University of Tulsa: Collins College of Business
Bachelor of Science - BS, Accounting
University of Denver - Sturm College of Law
Master of Taxation
ABOUT JULIE SHAH
Julie is a CFO, board member, and CPA who guides closely-held businesses, family offices, and foundations to optimal financial and operational structures, with a particular focus on legacy, mission, and succession.She brings experience in investments, financial reporting, tax planning and compliance, banking and lender relationship management, budgeting and forecasting, internal controls and audits, and board development. She has developed operational and financial frameworks from the ground up and helps boards understand best practices.
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