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Wealth Services

“As a high-net-worth individual, I’m concerned about unknown risks to my wealth, using the most effective and efficient wealth strategies and adequately addressing succession planning for my family’s future.”

High-net-worth clients with such issues on their mind are on the right track to helping secure their present and future wealth. But such concerns are often entangled in complications, such as cross-border concerns, philanthropic interests and other obstacles that require the insight of experienced advisors.

Meet the Partners

Our mission mirrors our clients’: to build a meaningful financial legacy.

O’Connor Davies specialists tailor unique solutions that address the organic and extraneous issues inherent in accumulated wealth. Our professionals take a thoughtful and personalized approach, collaborating with clients and advisors to ensure holistic planning and implementation that includes assets, investment portfolios, personal finances, compliance, reporting and more. Our services include:

  • Short- and long-term financial goal setting
  • Succession and wealth transfers
  • Financial planning and reporting
  • Compliance, regulatory and governance considerations
  • Technology and data security
  • Establishment of a family office and associated best practices
  • Investment and philanthropy planning

Expert Representation Everywhere You Travel

As a member of the PKF International Network of accountants and business advisors, our firm has access to the expertise of 440 member firms in 150 countries adept at creating solutions for some of the world’s highest net worth individuals. Our mission mirrors that of our clients: to help build and enhance a meaningful financial legacy.