PKF O’Connor Davies Named ‘Tax Advice’ Award Winner by Family Wealth Report

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Industry honor recognizes Firm’s Family Office Services Division for excellence in private client category at Family Wealth Report Awards 2017

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PKF O’Connor Davies, LLP, the nation’s 26th fastest growing accounting and consulting firm, announced today that its Family Office Services Division took top honors in the Tax Advice category at the recent Family Wealth Report Awards 2017 in New York City.

“This awards season has provided a valuable opportunity to showcase how our Family Office Services Division – and the Firm as a whole – sets itself apart in terms of dedication and innovation,” said Gemma Leddy, CPA and Partner-in-Charge of PKF O’Connor Davies Family Office. “Winning the Tax Advice category demonstrates the unique qualities of our integrated family wealth platform, which enhances our work with our clients and their advisors to proactively and continuously address tax planning and compliance issues and opportunities. We are grateful to Family Wealth Report for acknowledging our comprehensive approach and our unwavering commitment to client satisfaction.”

One of the most anticipated events for family office professionals, the Family Wealth Report Awards showcase best-in-class providers in the global private banking, wealth management and trusted advisor communities. Submissions are judged by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

“Creating better outcomes for clients is central to everything we do,” said Lucille Murray, a Principal of the Firm’s Wealth Services Division. “The Family Wealth Report Award criteria focus exclusively on client experience, so to be honored for our excellence in tax advice is especially meaningful.”

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, nine 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.

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Kathleen O'Toole
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