Tara Maher, FPQP®

Tara Maher joined Simon Quick in 2020 as Director of Legal and Family Office Services. Ms. Maher acts as a proxy/liaison/agent for our ultra-high net worth clients regarding lifestyle matters such as the purchase and sale of artwork, collectibles, general contract negotiations, and various real estate transactions. She also works closely with tax experts and legal counsel to complete a variety of regulatory filings, corporate governance, and financial disclosure reports. She is responsible for transactional, compliance, and operational support, and implements and administers estate planning and wealth management strategies alongside the Client Advisory Team. She collaborates with teams both internally and externally to ensure that transactions and wealth management decisions are made with consideration of the potential legal, tax, estate planning, and generational outcomes. Additionally, Ms. Maher oversees a multi-family real estate portfolio, including strategic development, third-party oversight, and budgeting.

Ms. Maher is part of the Simon Quick Women@SQ Committee, which focuses on enhancing the personal and professional lives of female clients and business partners. Prior to joining Simon Quick Advisors, LLC, Ms. Maher was a senior litigation paralegal in the New York and D.C. offices of O’Melveny & Myers LLP and Chief of Staff for the Legal Department at E*TRADE from Morgan Stanley in Arlington, VA.

Ms. Maher received her Bachelor of Arts in History from the University of Virginia and a professional Master Certificate in Commercial Contracts Management from Villanova University. In 2022, she received her Financial Paraplanner Qualified Professional (FPQP®) designation. Ms. Maher holds dual citizenship in the US & EU. She enjoys traveling, cooking, and reading in her spare time.