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PKF O’Connor Davies Shortlisted for Four 2017 Private Asset Management Awards

1/27/2017

New York, NY (January 27, 2016) – PKF O’Connor Davies, LLP, the nation’s 26th largest accounting and advisory firm, announced today that its Family Office Services Division has been shortlisted in four categories of the 2017 Private Asset Management Awards. The Firm was shortlisted in every category it submitted for, including Best Family Office Service Provider, Best Private Client Audit Firm, Best Private Client Tax Solution and Best Reporting Solution. The winners will be announced at the 2017 Private Asset Management Awards on February 13, 2017, in New York City. The variety of nominations the Firm received demonstrates the scope of Family Office services PKF O’Connor Davies provides and its leading reputation among clients and industry leaders.

“To be shortlisted in every category we applied for is a great honor and a testament to our team and our ceaseless effort to create value for our clients,” said Gemma Leddy, CPA and Partner-in-Charge of PKF O’Connor Davies Family Office. “We’re grateful to Private Asset Management for the recognition of our revolutionary reporting platform and other solutions we’ve developed and look forward to the awards ceremony.”

The Private Asset Management Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry, who have proved themselves over the course of the last year. An independent panel of industry expert judges analyzes each submission based on financial progress, growth, client satisfaction and product innovation.

“We’re constantly looking for ways to elevate the level of service we provide every client,” said Eric Gelb, Director of Business Development and Financial Services at PKF O’Connor Davies. “To be recognized for our innovative systems and services is a validation of the work we do for clients day in and day out.”

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.