Insights

PKF O’Connor Davies Family Office Named Top ‘Accountancy Advisor’ by 11th Annual Family Wealth Report Awards

Practice area honored for delivery of exceptional accounting and advisory solutions to family offices, ultra high-net-worth individuals and other private clients

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that PKF O’Connor Davies Family Office (PKFOD FO) has been named the top “Accountancy Advisor” at the 11th Annual Family Wealth Report (FWR) Awards. The yearly awards program recognizes innovative firms, teams and individuals serving the North American family office, family wealth and trusted advisor communities.

“Facing a range of complex and interrelated dynamics, today’s ultra high-net-worth individuals, private business owners, and the family offices and other advisors that support them require a proven partner committed to safeguarding clients’ financial security and maximizing their peace of mind,” said Gemma Leddy, Partner-in-Charge of PKFOD FO. “Our continued recognition by one of the leading voices in our industry is a testament to the value we deliver for clients, the trust they place in us and the successful outcomes that set our team apart.”

FWR’s “Accountancy Advisor” award spotlights consultants to family offices whose accounting service delivery makes measurable contributions to clients’ operations and overall success. PKFOD FO is an award-winning practice area of PKF O’Connor Davies offering accounting, reporting, financial management and CFO services, tax planning and compliance, investment monitoring and oversight, wealth planning transaction and philanthropic advisory services to family offices, ultra high-net-worth individuals, business owners and their advisors. Delivery of these comprehensive services is enhanced by investment acumen, Wall Street insights, entrepreneurial expertise and leading technology.

“We take great pride in our family office services and it is an honor to have our team recognized for the invaluable support we provide,” said Stephen E. Prostano, Partner-in-Charge of PKF O’Connor Davies’ Center for Private Business Owners. “We’re proud to be an industry leader and to offer our clients a set of solutions and advice that take their personal, financial and business needs into consideration.”

The winners of this year’s FWR Awards were celebrated on May 2, 2024, at the Mandarin Oriental Hotel in New York City. For more information, visit https://clearviewpublishing.com/events/the-eleventh-annual-family-wealth-report-awards-2024/.