PKF O’Connor Davies Named ‘Best Private Client Audit Firm’ at Private Asset Management Awards 2017

New York, NY (February 24, 2017) – PKF O’Connor Davies, LLP, the nation’s 26th largest accounting and advisory firm, announced today that its Family Office Services Division was awarded Best Private Client Audit Firm at the Private Asset Management (PAM) Awards Ceremony in New York City on Feb. 13, 2017. The Private Asset Management Awards annually honor those in the investment and wealth advisory industry that have demonstrated a commitment to servicing high-net-worth individuals and families. The independent panel of industry experts awarded Best Private Client Audit Firm to PKF O’Connor Davies based upon the superior levels of financial progress, client growth, client satisfaction and product innovation achieved throughout 2016.

“This is a true honor to accept on behalf of the entire Family Office Services Division that is deeply committed to the mission of helping our clients achieve their goals day in and day out,” said Gemma Leddy, Partner-in-Charge of PKF O’Connor Davies Family Office. “The growth and progress we saw in 2016 will continue to flourish in 2017 as we push ourselves to new levels of insight, inspiration and innovation.”

As the recipient of the 2016 Private Asset Management Award for Best Reporting Solution, PKF O’Connor Davies Family Office Services Division has long been a leading innovator in the wealth management industry. During 2016, the team continued to enhance its Family Office Accounting, Reporting and Administration platform – centered on real-time shared access for continuous collaboration and custom reporting – through customized client security protocols and expanded client co-sourcing capabilities – all backed by 24/7 client support. The firm also
expanded its footprint globally through its alliance with VBK+CO, headquartered in Geneva, Switzerland, serving international families, funds and foundations.

“We are proud of the team we’ve built to deliver the thinking that helps our clients protect their wealth and stay ahead of the trends,” said Marc L. Rinaldi, CPA and Director of PKF O’Connor Davies Family Office Investments. “We’re grateful to Private Asset Management for recognizing our commitment to client service and constant innovation in order to provide unmatched value.”

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.