PKF O’Connor Davies Wins for Best Reporting Solution at 2016 Private Asset Management Awards

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Family Office Team honored for innovation and excellence in serving high-net-worth families

PKF O’Connor Davies announced today that its Family Office Services Division was awarded Best Reporting Solution at the Private Asset Management Awards annual ceremony in New York City on February 22, 2016. The award recognizes the innovation of the Firm’s real-time, integrated reporting and document management solution and the ability to adapt to families’ needs to achieve optimal client satisfaction and enable advanced planning and decision-making.

PKF O’Connor Davies Family Office accounting, tax and administration platform enables the Firm to create meaningful family cash flow projections and lifetime planning. Custom reporting of sophisticated sets of interrelated and commonly owned entities, groups of family members and investments is standard.

“Our customizable reporting platform delivers deep levels of information in key areas with robust quality control processes that enable clients to make better decisions and achieve greater outcomes,” said Gemma Leddy, Partner-in-Charge of PKF O’Connor Davies Family Office. “This award is a testament to our commitment to provide best-in-class solutions to families and trusted advisors as we work to bring balanced and objective counsel to each relationship.”

“Our family office reporting platform produces multi-generational reporting including asset allocation and performance analytics. The underlying driver is that each generation within the family is likely to have different risk tolerances and time horizons,” said Marc L. Rinaldi, CPA and Director of PKF O’Connor Davies Family Office Investments. “Accordingly, multi-generational investment planning and portfolio construction can be enhanced utilizing our custom reports.”

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.

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.

About PKF O’Connor Davies, LLP

PKF O’Connor Davies, LLP is a full service Certified Public Accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, ten offices in New York, New Jersey, Connecticut and Maryland, and more than 600 professionals, led by 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

PKF O’Connor Davies is ranked number 29 in Accounting Today’s 2015 “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.” PKF O’Connor Davies is ranked number 29 in INSIDE Public Accounting’s 2015 “Top 100 Firms” list and recognized as one of the “Top Ten Fastest-Growing Firms." In 2016, PKF O'Connor Davies was named one of Vault's Accounting 50, a ranking of the 50 best accounting employers to work for in North America, and ranked among the top 50 most prestigious accounting firms in America in a complementary Vault survey. The Firm is the 11th largest accounting firm in the New York Metropolitan area, according to Crain’s New York Business. By consistently delivering proactive, thorough and efficient service, PKF O'Connor Davies has built long-lasting, valuable relationships with its clients. Partners are intimately involved in the day-to-day management of engagements, ensuring a high degree of client service and cost effectiveness. The Firm’s seasoned professional staff members employ a team approach to all engagements to provide clients with the utmost quality and timely services aimed at helping them succeed. Continuity of staffing and attention to detail in all client engagements make the Firm stand out among its competitors.

PKF O’Connor Davies is the lead North American representative of the international association of PKF member firms. PKF International is a network of legally independent member firms providing accounting and business advisory services in 440 locations in 150 countries around the world. With its tradition, experience and focus on the future, PKF O’Connor Davies is ready to help clients meet today’s ever-changing economic conditions and manage the growing complexities of the regulatory environment. For more information, visit

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Kathleen O'Toole
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