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Our People

Heather Hallisey, CPA, MBA

Director, Private Client Financial Concierge Services

Heather is Director of AAFCPAs Private Client Financial Concierge Services, providing high touch coordination of all aspects of an individual or families’ financial life.  Heather has deep tax expertise as the financial quarterback for Tax, Estate, Wealth Management, and Insurance services for high-net-worth individuals and families, family offices, and private foundations. She has a keen understanding of the dynamics of multi-generation wealth and demonstrates the positive impact a ‘Personal/Family CFO’ may have to help protect, preserve, and enhance family wealth.

Heather coordinates with clients’ advisors and AAFCPAs’ multi-disciplinary team of CPAs, Wealth Advisors, and Trust, Estate and Tax Attorneys to provide a holistic view for planning, execution and management of all the aspects of their financial life—from addressing finance and tax issues, to achieving philanthropic and business goals. Her expertise includes: investment and real estate partnerships; personal financial statements; investment reporting, estate, income, gift, and trust tax consulting and compliance; cash-flow planning; and concierge family office services such as executing subscription agreements, banking transactions, bookkeeping and bill paying.

Heather joined AAFCPAs after 13+ years of diverse tax experience in public accounting at national & regional firms, in addition to managing concierge services. She is an in-house trainer on international, federal, state, and local tax laws affecting affluent individuals and families, including AAFCPAs’ clients with complex investments in partnership interests, real estate investments, foreign reporting requirements, and carried interests.

Education

  • Nichols College – Master of Business Administration (MBA)
  • Worcester State College – Bachelor of Business Administration, Accounting, magna cum laude

Professional and Civic Associations

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Boston Estate Planning Council