Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalized suite of services.
The very things that make a family special are often what make the oversight of its financial and personal affairs problematic; there is no single solution that works best for everyone. Successful businesses and significant wealth can add complexity to the family dynamic, amplifying issues and creating unexpected challenges. A professional partner with the right credentials and infrastructure can help ensure that intelligent plans are developed, proven processes followed, and desired outcomes achieved.
PKF O’Connor Davies is that partner. With unparalleled experience, specialized expertise, dedicated resources and enterprise-level accountability, we deliver the solutions that meet a full complement of planning, reporting, financial and lifestyle issues.
Tailored and collaborative support in each relationship, directly with families or through trusted advisors.
What Sets Family Office Services at PKF O’Connor Davies Apart?
Our clients are busy so they appreciate a single point-of-entry to our extensive capabilities for supporting the organization, oversight and stewardship of significant wealth.
Carefully assembled from family offices, investment companies, financial services and law firms, our teams have experience on both sides of the table during discussions and negotiations. This insight allows us to be a tireless advocate, bringing balanced and objective counsel to each relationship.
Our firm’s heritage in tax and audit work gives us a special advantage when it comes to mitigating risks reliably, efficiently and compliantly. We develop customized governance protocols to provide rigor and oversight.
Organized and accessible information is an essential part of well-managed finances. With each family’s needs in mind, we design private client portals that help clients and their advisors securely connect with each other and monitor progress using state-of-the-art technologies.
Combining our in-house professionals and extensive network of third-party specialists, we pair industry-specific expertise with strengths in accounting, tax planning, investment oversight and philanthropy. This helps ensure that assets are structured, enhanced and transitioned in accordance with each client’s wishes.
Extensive Lifestyle Support and Capabilities for High-Net-Worth Clients
Recognizing that there is never a single solution for the oversight of a family’s personal affairs, our professionals develop a customized plan designed to ensure that essential services are structured in accordance with each client’s wishes. An advanced technology infrastructure affords clients and their advisors the ability to access and monitor lifestyle support controls on an ongoing basis, at their convenience. Our clients enjoy a comprehensive selection of essential services, including:
- Accounting and reporting
- Advisory services
- Charitable giving
- Investment monitoring and oversight
- Tax planning
- Wealth planning
- Maintain personal and real property records
- Manage documents and contracts
- Review and monitor insurance: life, health, disability, property and liability
- Coordinate health care, private security, estate management and major acquisitions and divestitures
- Manage residences and other properties
- Secure comprehensive and customized concierge services