Seasoned leader in private client tax strategy brings deep expertise to grow domestic US tax practice
NEW YORK, November 5 , 2025 – Vialto Partners, a leader in global work, tax, and immigration solutions, today announced the appointment of Punya Coelho as Tax Director. Coelho will lead the firm’s private-client tax initiatives in the US and will play a key role in shaping Vialto’s private client experience across the Americas.
A Certified Public Accountant with over 15 years of experience, Coelho is widely recognized for her leadership in private client services and her strategic approach to complex tax planning and compliance. She specializes in tax strategy, compliance, and planning for high-net-worth and ultra-high-net-worth individuals, estates, trusts, gift strategy, partnerships, and privately held corporations.
Most recently, Coelho served as Tax Director and Market Industry Leader for the Austin–San Antonio, Texas region at Forvis Mazars US, where she led the private client services team for the Austin market, focusing on estate and gift planning, advanced compliance, and strategic growth.
Her previous roles include leading the tax practice at Exencial Wealth Advisors across Dallas, Texas and Oklahoma City, Oklahoma and managing high-value client portfolios at BKM Sowan Horan and Ernst & Young.
“I’m honored to join Vialto Partners as we’re expanding beyond traditional corporate mobility programs,” said Coelho. “The launch of our private-client service line is a bold step forward—designed not only to meet the evolving needs of our existing clients, but to open new doors in a rapidly growing market. By combining deep technical expertise with a human-centered approach, we’re creating a platform that empowers clients to navigate complexity with confidence and clarity.”
“High-net worth individuals and their families require high-touch, expert technical support for their complex tax planning requirements, which is why we’re building our private client team and capabilities to serve them,” said Girish Shankaran, Partner and leader of Vialto’s private client practice. “Punya’s deep expertise combined with her hands-on, personal approach to serving her clients makes her the perfect addition to our US team.”
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About Vialto Partners
Vialto Partners is a leading provider of integrated solutions for global work, including immigration, tax, managed services, and digital transformation. Trusted by multinational organizations around the world, Vialto combines deep technical expertise with cutting-edge technology to solve the most complex cross-border challenges and enable seamless mobility experiences.
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