Julie L. Shah
South Coast Family Limited Partnership
Ms. Shah leads a family office in Austin, Texas. She oversees a variety of investments, facilitates transactions, and performs long-term planning on the family’s behalf. As a family office executive, Ms. Shah has participated in professional family office networks in both New York City and Austin.
Previously, Ms. Shah worked in the tax department of Maxwell, Locke & Ritter. Prior to joining ML&R in 2002, she worked in the international and expatriate tax departments of Deloitte & Touche.
She holds a Bachelor of Science in Business Administration, with Honors, from the University of Tulsa and a Master of Taxation from the University of Denver. Her professional affiliations include membership in the Texas Society of Certified Public Accountants.