PKF O’Connor Davies

PKF O’Connor Davies (“PKFOD”) is one of the largest accounting, tax and advisory firms in the US (Ranked 26 of 2024’s “Top 100 Firms” in Accounting Today). Founded in 1891, PKFOD has a long history of serving UHNW families, family offices, privately held businesses, private foundations, nonprofits and the financial service firms that serve them. As a member of PKF International, the 15th largest global network of accounting and advisory firms, PKFOD has access to firms and experts, located in over 400 cities globally.

PKFOD Family Office (“PKFOD-FO”) is a division of PKFOD and, a leader in the family office space. It provides a broad set of customized services and outsourced solutions to UHNW individuals, families, family offices and private foundations. Its operating model, comprehensive offering and state-of-the-art, technology-enabled platform address the complex challenges these families face; satisfy all their personal, financial and business needs; and delivers the highest quality service and objective, strategic advice, that is not conflicted.

For each client we create a dedicated team of accounting and tax professionals with direct experience who collaborate and develop custom solutions for each family. This ensures exceptional client service, multi-level accounting and innovative tax planning and compliance for the family, its businesses and investments.

Our Family Office leaders have direct experience in managing SFO’s, running private hedge funds and working on Wall Street and are supported by dedicated Family Office professionals with access to over 1500 accounting, tax and advisory professionals firm-wide.