Business Management

Julie has thirty years of experience in the family office/business management arena. Along with Mara Hofman, she leads the Business Management practice which provides personalized family office, business management and tax services to high net worth individuals, entertainment professionals including actors, directors, writers, producers, production companies and other related entertainment business, highly compensated individuals, closely held companies and personal service companies.

Prior to HCVT, Julie was a partner in the business management firm of Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC and prior to that, Julie was a partner at Oberman, Tivoli, Miller & Pickert, Inc.

A graduate from UC Berkeley with a bachelor’s degree in business administration with an emphasis on accounting and finance, Julie is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants as well as the California Society of Certified Public Accountants. Additionally, she serves on the boards of several non-profit organizations.