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Advisory

High-net-worth individuals, families and their closely-held businesses confront challenging issues in their quest to preserve, sustain and grow wealth. Asset selection, portfolio complexity, organizational controls, risk management and transactional business decisions are among the many concerns that require expert advice.

Meet the Partners

At PKF O’Connor Davies, our Family Office Advisory specialists serve as trusted partners, advising clients on critical decisions and helping ensure sound long-term solutions. With strong credentials and a wide range of advisory expertise, our professionals are deeply experienced in working with high-net- worth individuals and family enterprises. They provide critical guidance that helps our clients and their businesses achieve continued long-term success.

Technical acumen. Responsive service. Detailed analysis when it counts.

Our Family Office Advisory services include the following:

  • Succession planning
  • Valuation services
  • Transaction advisory
  • Risk consulting
  • Insurance oversight
  • Forensic and litigation services
  • Family office structuring
  • Best practices consulting
  • IT controls and risk advisory
  • IT security consulting
  • Regulatory, compliance and operational enterprise risk management
  • Due diligence services