ABOUT THE SOLUTION LAB

Advisory Built on Experience, Not Theory

By viewing tax and finance through a unified lens, we deliver outcomes amplified by technology and process.

MEET THE FOUNDER

Ophir Haim, CFA, CPA

Founder & Principal Advisor

After nearly two decades of experience in tax and finance leadership across institutional asset managers and public accounting, Ophir founded The Solution Lab to bring three disciplines together under a single, integrated practice.

His background spans the full scope of what asset managers need — from complex fund structures and innovative tax planning to corporate controllership, treasury, and operational transformation. He has led these functions at the Global Head level across both multi-manager platforms and single-manager funds, with Big 4 roots in international tax structuring for hedge funds and private equity.

CREDENTIALS & EXPERTISE

Institutional experience. Hands-on approach.

01

Tax Advisory

Expertise in tax planning from Big 4 advisory to leading global tax functions.

02

Finance Strategy

Senior finance leader with a track record of leading corporate controllership groups.

03

Automation

Practical experience designing and implementing automated workflows, integrating systems, and advising on AI and technology adoption.

START WITH A CONVERSATION

Our engagements are selective - driven by an alignment of needs and expertise.

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