PKF O’Connor Davies Wins ‘Best Tax Advice’ at Family Wealth Report Awards 2018

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Family Office Division’s Tax Solution Recognized for Scale, Deep Bench and Admirable Leadership

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PKF O’Connor Davies, LLP, the nation's 29th largest accounting and advisory firm, announced today it won Best Tax Advice at the Family Wealth Report Awards 2018. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards recognize companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence in 2017.” Winners were announced during a ceremony at the Mandarin Oriental in New York on March 8, 2018.

“This award from Family Wealth Report is a testament to the solutions our Family Office Services Division team has been able to provide for our clients,” said Gemma Leddy, Partner-in-Charge of PKF O’Connor Davies Family Office. “Our tax team, led by Lucille Murray and Thomas Riggs, had a stellar year last year, bringing on new clients and providing superior service to all of the families we work with. Their ability to address each family’s unique needs by harnessing the expertise and opportunities for collaboration within our Firm is second to none.”

In selecting PKF O’Connor Davies Family Office as the winner in the tax advice entry under the consultants to private client category, judges noted the Firm’s “scale, deep bench and admirable leadership combined to make them a clear winner.”

PKF O’Connor Davies Family Office tax experts specialize in personalized strategic tax consulting, tax mitigation, SALT, sales and use tax, estate planning, philanthropy, gifts, international and the tax-efficient structuring of family offices. The team provides effective long-term planning by staying ahead of tax law changes and connecting tax advice to accounting and reporting insights.

“The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations,” said Stephen Harris, ClearView Financial Media’s CEO and Publisher of Family Wealth Report. “These awards were 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 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, nine offices in New York, New Jersey, Connecticut and Maryland, and more than 700 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 29 in Accounting Today’s 2018 “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 28 in INSIDE Public Accounting’s 2017 “Top 100 Firms” list and recognized as one of the “Top Ten Fastest-Growing Firms." In 2017, 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 the 11th top accounting firm in New Jersey according to NJBiz’s 2017 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 over 400 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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