PKF O’Connor Davies Awarded “Best Multi-family Office – Client Service – Over $2 Billion” at the Private Asset Management Awards 2018

PKF O’Connor Davies LLP’s Family Office Services Division was honored for distinguished client experience and industry-leading solutions.

PKF O’Connor Davies, LLP, the nation’s 29th largest accounting and advisory firm, announced today that its Family Office Services Division was named Best Multi-family Office – Client Service – Over $2 Billion at the Private Asset Management Awards 2018. The winners were announced at a ceremony in New York City on Feb. 8, 2018. Each year, the Private Asset Management Awards recognize the top investment professionals, wealth advisors, legal firms, consultants and other key service providers in the private asset management space.

Each year, Private Asset Management Award winners are selected by an independent panel of industry experts based on a mixture of qualitative and quantitative performance indicators, including financial progress, growth, client satisfaction and product innovation.

Over the last year, PKF O’Connor Davies Family Office Services Division made strategic new hires and developed and refined several service offerings. The Firm upgraded its secure, cloud-based platform to enable better collaboration and precise decision making. It also made improvements to its family office expense allocation tools, providing planning solutions and peace of mind for families. In 2017, the Family Office Services Division also added several new clients in a year of considerable growth.

Last year, the Family Office Services Division received the Private Asset Management Award for Best Private Client Audit Firm. This year, in addition to being named Best Multi-family Office – Client Service – Over $2 Billion, it was also shortlisted for four awards:

  •     Best Consulting Firm for Family Offices
  •     Best Family Office Service Provider
  •     Best Private Client Audit Firm
  •     Best Private Tax Solution

“As we’ve grown and expanded our offering, we’ve remained focused on maintaining a superior experience for our clients and providing the best solutions,” said Marc L. Rinaldi, CPA and Partner-in-Charge of PKF O’Connor Davies’ Financial Services practice. “We look forward to growing our capabilities as we continue to do exceptional work for our clients.”

PKF O’Connor Davies Family Office provides a full range of family office, accounting, tax, administration and advanced planning services to high-net-worth individuals, families and their closely held businesses in the United States and abroad. The Firm’s single point-of-entry model captures the entire universe of holdings and transactions for a family, and provides customized reporting based on family needs.

About PKF O’Connor Davies, LLP

PKF O’Connor Davies, LLP is a full service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, nine offices in New York, New Jersey, Connecticut and Maryland, and more than 700 professionals, led by over 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

PKF O’Connor Davies is ranked number 29 in Accounting Today’s 2018 “Top 100 Firms” list and the Firm is also recognized as a “Leader in Audit and Accounting,” a “Pacesetter in Growth” and one of the “Top Firms in the Mid-Atlantic.” PKF O’Connor Davies is ranked number 28 in INSIDE Public Accounting’s 2017 “Top 100 Firms” list and recognized as one of the “Top Ten Fastest-Growing Firms.” In 2017, PKF O’Connor Davies was named one of Vault’s Accounting 50, a ranking of the 50 best accounting employers to work for in North America, and ranked among the top 50 most prestigious accounting firms in America in a complementary Vault survey. The Firm is the 11th largest accounting firm in the New York Metropolitan area, according to Crain’s New York Business, and the 11th top accounting firm in New Jersey according to NJBiz’s 2017 rankings.

By consistently delivering proactive, thorough and efficient service, PKF O’Connor Davies has built long-lasting, valuable relationships with its clients. Partners are intimately involved in the day-to-day management of engagements, ensuring a high degree of client service and cost effectiveness. The Firm’s seasoned professional staff members employ a team approach to all engagements to provide clients with the utmost quality and timely services aimed at helping them succeed. Continuity of staffing and attention to detail in all client engagements make the Firm stand out among its competitors.

PKF O’Connor Davies is the lead North American representative of the international association of PKF member firms. PKF International is a network of legally independent member firms providing accounting and business advisory services in over 400 locations in 150 countries around the world. With its tradition, experience and focus on the future, PKF O’Connor Davies is ready to help clients meet today’s ever-changing economic conditions and manage the growing complexities of the regulatory environment.

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