Siegfried Advisory announces Dabie Tsai as CEO to drive strategic growth and excellence, and elevate client service

Siegfried Advisory, a leadership advisory firm providing entrepreneurs and high-net-worth families with financial and tax advisory services, is pleased to announce the appointment of Dabie Tsai as its new Chief Executive Officer. Tsai brings nearly 30 years of global leadership experience, including 23 years with KPMG as a global lead audit partner, and a proven record of building high-performing teams, transforming and scaling organizations, and delivering exceptional client value.

Recognized as a dynamic, strategic leader, Tsai has led many complex teams and built new markets from the ground up. She has spearheaded organizational transformations that elevated performance, quality, and client satisfaction. She joins Siegfried Advisory at a pivotal moment in the firm’s evolution as it accelerates its commitment to personalized service while scaling its presence in the tax and financial advisory marketplace.

“Dabie is an extraordinary leader whose global experience, strategic acuity, and deep commitment to relationship-based service make her the ideal CEO for this next chapter,” said Rob Siegfried, Founder and Executive Chairman of Siegfried Advisory and CEO and Founder of The Siegfried Group. “Her track record transforming practices, building strong cultures, and attracting world-class talent aligns perfectly with our firm’s vision for quality growth through top-notch client service. This appointment underscores our belief that elite leaders drive elite client experiences.”

As CEO of Siegfried Advisory, Tsai will lead strategic expansion, scaling financial and tax advisory capabilities, while deepening the firm’s Leadership Advisory focus, an approach rooted in developing personally connected, trusted relationships with clients.

“Siegfried Advisory stands out because of its unwavering belief in personal connection, high-touch service, and leadership as the catalyst for lasting impact,” said Tsai. “I’m honored to join a firm that puts relationships and elevating its stakeholders at the center of everything it does. My commitment is to expand our capabilities, strengthen our Leadership Advisory approach, and build a team of world-class professionals who share our passion for serving clients in a deeply personal, mutually beneficial way. Together, we will grow with intention, and never at the expense of the tailored service that our clients treasure.”

Tsai’s appointment marks a significant step in Siegfried Advisory’s evolution as an entrepreneurial professional services firm for clients seeking exceptional financial, tax, and leadership advisory services.

About Siegfried Advisory

An affiliate of The Siegfried Group, Siegfried Advisory builds long-term relationships with entrepreneurs, growth-oriented organizations, and high-net-worth individuals to strategically support their vision for growth and increased enterprise value. With their compelling service offering, which includes Leadership Advisory, Financial Advisory, and Tax Advisory, the Firm helps their clients become better leaders, build healthier finance and accounting functions, manage potential risks, and make more informed decisions.

For more information on Siegfried Advisory’s services, visit siegfriedadvisory.com/services.