PKF O’Connor Davies Awarded ‘Best Multi-family Office – Client Service’ at Private Asset Management Awards 2018

New York, NY (March 19, 2018) – PKF O’Connor Davies, LLP, the nation’s 28th 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 advisers, legal firms, consultants and other key service providers in the private asset management space.

“Our entire Family Office Services Division team shows an unwavering commitment to providing clients with smart, innovative solutions, and we’re grateful to Private Asset Management for its recognition of that dedication,” said Gemma Leddy, Partner-in-Charge of PKF O’Connor Davies Family Office. “This award is a testament to the outstanding results we consistently achieve for our clients.”

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.