Julie Shah

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.

Built a newly formed Foundation's business and financial framework from the ground up into a fully operational, purpose-driven organization with a clear growth strategy and investment focus. Managed cash flow, investment portfolios, private equity, ranch operations, and oil and gas royalties. Coordinated annual audit. Strategic planning with the CEO and Board to develop the vision, mission, and tactical roadmap for honoring the donors’ intent of providing post-secondary educational opportunities for Texan Latino students. Magnified the impact of HGLF’s mission on the Latino community by aligning its portfolio investments while delivering market-rate returns.

Director of a nonprofit youth development program using performance arts to connect struggling teens with support services. Worked alongside the Executive Director to drive strategic planning, providing the financial oversight critical to sustaining its fiscal health and achieving the organization’s mission. Advised on legal protections, commercialization, and licensing for intellectual property.

Grew the family office practice of a tax compliance and consulting firm, adding new annual revenues. Developed capabilities and delivered expertise in goals-based planning and private investment accounting. Devised tailored strategies to create value by helping clients preserve legacy assets, manage wealth over generations, mitigate estate taxes, and execute philanthropic goals. Increased client satisfaction and organic growth. Reconstructed missing financial records, facilitated the transfer of records from multiple, disparate sources, created organizational charts, and consolidated financial reports which led to fully informed decision-making.

Served in both advisory and operational capacities for family office with diverse assets including golf courses, hotels, and skilled nursing facilities. Negotiated more favorable lending terms for significant asset. Developed and executed tax-efficient strategies to preserve wealth and help create an enduring legacy across generations. Identified opportunities for the family to pool assets and drive financial growth while achieving charitable objectives. Mentored family members to become an integral part of the management team.