PKF O’Connor Davies Shortlisted for Five 2017 Family Wealth Report Awards

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Family Office recognized for industry-leading reporting solution, advisory services, thought leadership

PKF O’Connor Davies, LLP, the nation’s 26th largest accounting and advisory firm, announced today that its Family Office Services Division has been shortlisted in five categories of the 2017 Family Wealth Report Awards. The Firm was shortlisted in the Tax Advice, Philanthropy Advice, Family Office Management Consultancy, Best Implementation of a Tech Solution and Company Thought Leadership categories. The winners of each category will be announced at the Family Wealth Report Awards ceremony on March 2, 2017, in New York City. The range of awards the Firm is being recognized for reinforces the depth and expertise of the PKF O’Connor Davies team and validates its leadership position in the family office space.

“We are relentless in our drive to create value for our clients,” said Gemma Leddy, CPA and Partner-in-Charge of PKF O’Connor Davies Family Office. “It’s the unique combination of our innovative, technologically driven reporting platform with the deep expertise of our Family Office team that enables us to deliver value-generating insights to our clients. We are honored to be recognized by Family Wealth Report for our work in each of these fields.”

Showcasing best in class providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards 2017 recognize companies, teams and individuals which the panel of judges deemed to have demonstrated innovation and excellence during 2016.

“The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations,” said Stephen Harris, ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report. “These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will 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.”

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.

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, 10 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 http://www.PKFOD.com.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

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Kathleen O'Toole
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