Rothstein Kass’ Family Office Group Named “Best Multi-Family Office (New Entrant)” and “Best Effective Tax/Accountancy Team” by Family Wealth Report

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Firm Earns Top Spot in Two Categories at Inaugural Awards Ceremony

Rothstein Kass (, a leading professional services provider to the financial services industry, today announced it was named “Best Multi-Family Office (New Entrant)” and “Best Effective Tax/Accountancy Team” at the Family Wealth Report Awards 2014. The inaugural awards, hosted by Family Wealth Report, showcased best-in-class providers in the global private banking, wealth management and trusted advisory communities. Rothstein Kass was chosen by a panel of prestigious judges for its demonstrated innovation and excellence during 2013.

“The firms who triumphed in these inaugural awards are all worthy winners, and I would like to extend my heartiest congratulations,” said Stephen Harris, CEO of ClearView Financial Media and publisher of Family Wealth Report. “These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process — such that the awards truly reflect excellence in wealth management.”

“Having our Family Office Group and our tax and accounting team recognized for excellence and innovation by such a well-respected publication like Family Wealth Report and an esteemed panel of experts is a great honor,” said Rick Flynn, principal-in-charge of the Rothstein Kass Family Office Group. “The addition of the Boston office to our Family Office Group has enabled us to broaden our service offering and geographic reach, and we’re proud that the wealth management community has recognized the team’s hard work and dedication. The strength of the Rothstein Kass brand has allowed us to continue expanding our reach and bring our integrated planning approach to more high-net-worth individuals and families in more locations around the world.”

The Rothstein Kass Family Office Group opened its Boston office in the fourth quarter of 2012 with 16 professionals serving a wide variety of clients in hedge fund, private equity, venture capital and family office businesses to name only a few. In 2013, the Boston office emerged as one of the strongest offices within the Family Office Group, increasing its number of clients by 10 percent. In addition to the Boston office, this division of Rothstein Kass also has locations in New York, Beverly Hills and Dallas.

The Family Wealth Report Awards 2014 were judged by a panel of specially convened experts drawn from both private banks and trusted advisors and supported by relevant expert third-party organizations. In addition to the “Multi-Family Office (New Entrant)” and “Effective Tax/Accountancy Team” categories, Rothstein Kass also made the shortlist for the “Outsourcing Solution” category. Christopher Kennedy Lawford presented the awards during a gala event at the Metropolitan Club in New York.

About Rothstein Kass:
Founded in 1959, Rothstein Kass is a premier professional services firm serving privately-held and publicly-traded companies, as well as high-net-worth individuals and families. With more than 1,000 professionals, the firm provides accounting, advisory, auditing and tax services, as well as a full array of integrated services such as litigation and forensic consulting and concierge and tax accounting to clients across industry spectrums and in all stages of development. Rothstein Kass is widely recognized as a leader in the financial services space, consistently ranking among the top CPA firms serving the Hedge Fund, Private Equity, Venture Capital, Broker Dealer and Family Office segments.

At the core of Rothstein Kass’ remarkable success is a commitment to hiring, developing and retaining employees with the same entrepreneurial spirit that permeates the sophisticated business and financial services communities the firm serves.

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Kathleen O’Toole
Rothstein Kass
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