O’Connor Davies Shortlisted for Three Family Wealth Report Awards

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Family Office Services Team nominated for excellence in tax advice and wealth management technology solutions.

O’Connor Davies, LLP, one of the nation’s fastest growing accounting and consulting firms, announced today that its Family Office division has been named a finalist in three categories in the second annual Family Wealth Report Awards, which recognize innovation and excellence achieved throughout the year.

O’Connor Davies Family Office Services, a division of O’Connor Davies, LLP, provides a full range of family office, accounting, tax and advanced planning services to high net worth individuals, families and their closely held businesses in the United States and abroad. The team has been nominated for Excellence in Tax Advice, Best Implementation of a Technology Solution and On-Boarding, which is awarded to a technology solution that helps wealth managers bring new clients into their organization.

“To be considered in three categories of the Family Wealth Report Awards is a testament to our Firm’s strong commitment to build a client-centric state of the art family office platform and the dedication each member of our Family Office Services team puts forth every day to provide excellent client service,” said Gemma Leddy, Partner-in-Charge of O’Connor Davies’ Family Office Services Division. “We are proud to have been selected as a finalist for these prestigious awards that recognize the very best operators in the private client industry.”

The Family Wealth Report Awards is supported primarily by its global network of daily newswires for the wealth and private asset management communities: Family Wealth Report, WealthBriefing and WealthBriefingAsia.

Winners will be announced at an awards ceremony in New York City on March 12, 2015.

About O’Connor Davies

O’Connor Davies, LLP is a full service Certified Public Accounting and consulting firm that has a long history of serving clients both domestically and internationally and providing specialized professional services of the highest quality. With roots tracing to 1891, eight offices in New York, New Jersey, Connecticut and Maryland, and more than 550 professionals, led by 90 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services. O’Connor Davies is ranked number 32 in Accounting Today’s 2014 “Top 100 Firms” list and the Firm is also recognized as a “Leader in Audit and Accounting,” a “Pacesetter in Growth” and one of the “Top Firms in the Mid-Atlantic.” O’Connor Davies is ranked number 33 in INSIDE Public Accounting’s 2014 “Top 100 Firms” list and the Firm is recognized as one of the “Top Ten Fastest-Growing Firms.” O’Connor Davies is also among the 20 largest accounting firms in the New York Metropolitan area, according to Crain’s New York Business and the Westchester and Fairfield County Business Journals.

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Kathleen O'Toole
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