Cindy joined W1M as a Senior Associate within the Tax & Advanced Planning team in July 2026. She supports the wealth management and investment teams on international tax matters for high-net-worth individuals and families, with a particular focus on US and UK taxation. Cindy advises on cross-border wealth planning, tax-efficient structuring and the complexities faced by internationally mobile families with global assets.
Cindy is a dual US/UK qualified tax professional, holding Enrolled Agent, ATT, and CTA qualifications.
Prior to joining W1M, Cindy spent over six years in the tax practice of a Big Four firm, advising high net worth individuals, families and executives on US and UK tax compliance and advisory matters. Her experience spans complex cross-border planning, international tax advisory work, and helping clients navigate the tax and reporting obligations arising from multi-jurisdictional lives, investments and family structures.
