PKF O’Connor Davies Wins Accountancy Advice Award at Family Wealth Report Awards 2016

Share Article

PKF O’Connor Davies Family Office recognized for Best Accountancy Advice

PKF O’Connor Davies announced today that its Family Office Services Division was awarded the Best Accountancy Advice Award at the third annual Family Wealth Report Awards gala in New York City on March 10, 2016. The award recognizes accountants who provide key consulting services to family offices and have created significant innovations advising clients.

PKF O’Connor Davies Family Office Services implemented significant technological enhancements to its accounting, tax and administration platform especially over the past year. These include providing real-time shared client access for instant and continuous collaboration and information sharing using a single point-of-entry model capturing the entire universe of holdings and transactions for a family. Advisors are able to create highly customized solutions and reports, utilize a complete document management system and establish a workflow specifically tailored to individual clients and their teams.

“On behalf of the entire Family Office team, I’m honored to have been selected for the Accountancy Advice Award from Family Wealth Report,” said Gemma Leddy, Partner-in-Charge of PKF O’Connor Davies Family Office. “Our extensive team of multi-disciplined experts, together with advances in our private, secure, cloud-based platform have made family wealth and asset management more efficient and collaborative for our clients, allowing us to provide comprehensive insight and proactive advice on planned transactions and risk reporting. This award is a meaningful validation of our work in this area.”

Private Asset Management also recognized PKF O’Connor Davies Family Office as the “Best Reporting Solution” earlier this month.

“By design, one of the primary hallmarks of our Family Office is our team of professionals supported by strong technology. We have brought together people with direct experience in family office, alternative investments, Wall Street, philanthropy, tax and accounting,” said Marc L. Rinaldi, CPA and Director of PKF O’Connor Davies Family Office Investments and Partner-in-Charge of PKF O’Connor Davies Financial Services. “We are truly a team and collaborate across disciplines in order to deliver comprehensive solutions and seamless client service. Our strong team culture enables innovation.”

Showcasing best in class providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards 2016 recognize companies, teams and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2015.

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 continues to expand its advisory practice offerings including performance reporting and risk metrics, succession planning, valuation services, transaction advisory, risk consulting, insurance oversight, family office structuring and best practices consulting. The division was also shortlisted for Family Wealth Report awards in three additional categories – Management Consultancy, Tax Advice and Philanthropy Advice.

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 over 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

PKF O’Connor Davies is ranked number 26 in Accounting Today’s 2016 “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, and was named the 10th top accounting firm in New Jersey according to NJBiz’s 2016 rankings.

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

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kathleen O'Toole
Visit website