PKF O’Connor Davies Named Finalist for 6 Family Wealth Report Awards 2018

PKF O’Connor Davies, LLP, the nation’s 28th largest accounting and advisory firm, announced today that PKF O’Connor Davies Family Office was named a finalist in six categories for the Family Wealth Report Awards 2018. The Firm was shortlisted for the following awards:

  •     Multi-family Office ($15 billion AuM/AuA and above)
  •     Tax Advice
  •     Family Office Management Consultancy
  •     Accounting
  •     Innovative Client Solution (other organizations)
  •     Leading Individual (MFO) – Gemma Leddy, CPA and Partner-in-Charge of PKF O’Connor Davies Family Office

“We’re proud to be finalists for these awards,” said Gemma Leddy, CPA and Partner-in-Charge of PKF O’Connor Davies Family Office. “We’re always looking for ways to offer greater value and provide new solutions for our clients. The fact that we’ve been shortlisted in such a wide variety of categories is rewarding proof of our dedication to clients and the reputation we’ve developed throughout the industry.”

Showcasing best of breed providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2017. The winners will be announced at a gala awards dinner at the Mandarin Oriental in New York on March 8, 2018.

“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, Chief Executive of ClearView Financial Media 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. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

PKF O’Connor Davies Family Office, the award winning division of PKF O’Connor Davies LLP, provides unparalleled experience, specialized expertise, dedicated resources and enterprise-level accountability to deliver customized and strategic solutions that meet a full complement of planning, reporting, tax, financial and lifestyle issues for high net-worth individuals and families and their closely held businesses, family offices and private foundations in the United States and abroad.

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 28 in Accounting Today’s 2017 “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 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 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 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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