Elizabeth Bunk, CPA, CFP® has more than 30 years of experience in public accounting with an emphasis on tax compliance and tax consulting for high-net-worth individuals and their entities and trusts. In addition to being a Partner in Tax Services, she is also a partner in the Weaver Family Office. Elizabeth is combining her knowledge of tax compliance and planning with Weaver Family Office services such as consolidated reporting, philanthropy services and other wealth transfer planning strategies.
The Family Office serves high-net-worth and ultra-high-net-worth individuals and families, family-owned businesses, entrepreneurs and C-Suite executives. Elizabeth’s track record of preserving wealth through estate planning is well suited to her role, and she and her team are committed to delivering creative and reliable solutions to fit each family’s needs.
Elizabeth served as the Partner-in-Charge of Tax Services in Houston for six years. A Certified Public Accountant (CPA) in Texas and a Certified Financial Planner (CFP®), she graduated with a Master of Taxation and a Bachelor of Business Administration in accounting from Baylor University.