SERVICES FAMILY OFFICE Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalized suite of services selected to reflect discrete preferences and priorities. 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. Tailored and collaborative support in each relationship, directly with families or through trusted advisors. 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. What Sets O’Connor Davies Apart? Comprehensive, Streamlined Service 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. An Objective Advocate 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. Confidence through Controls 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. Tech-Enabled for Ease 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. Depth that Resonates 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. Our clients enjoy a comprehensive selection of essential services: Accounting and reporting Advisory Charitable giving Investment monitoring and oversight Lifestyle support Personal financial management Tax planning Wealth planning BACK TO SERVICES ACCOUNTING AND ASSURANCE Accounting Outsourcing Agreed-Upon Procedures Audits Reviews and Compilations Elite Accounting Services Employee Benefit Plans Employee Stock Ownership Plans Endowment Fund Accounting International Financial Reporting Standards IFRS IT Audit and Cybersecurity Reviews Peer Review Public Company Accounting Oversight Board PCAOB Public Sector Audits and Compliance ADMINISTRATION SERVICES Fund Administration Services Outsourced CFO Services Outsourced Portfolio Company Accounting Services ADVISORY SERVICES Bankruptcy and Restructuring Cybersecurity & Privacy Advisory Services Cybersecurity Maturity Model Certification Advisory Services Dark Web Monitoring Services Digital Forensic Services Virtual Chief Information Security Officer Services (vCISO) Family Advisory Services Forensic, Litigation and Valuation Services Matrimonial Services Management Consulting Services ESG, Sustainability and Impact Optimization PPP Loan Forgiveness Services Risk Advisory Services System Organization Controls (SOC) Reporting Specialty Industry Advisory Services Transaction and Financial Advisory Services Wealth Services FAMILY OFFICE Accounting and Reporting Advisory Charitable Giving Family Advisory Services Investment Monitoring and Oversight Lifestyle Support Personal Financial Management Tax Planning Wealth Planning INTERNATIONAL SERVICES China Desk General Data Protection Regulation (GDPR) German Desk Transfer Pricing Services INVESTMENT BANKING Acquisition Advisory Exit Readiness and Transaction Planning Sell-Side Advisory TAX COMPLIANCE AND PLANNING Employee Benefit Planning and Tax Compliance Employee Stock Ownership Plans International Tax Services IRS Representation and Tax Controversies Personal Financial Planning Private Foundation Services State and Local Tax SALT Tax Compliance and Reporting Tax Research and Strategic Planning Tax-Exempt Organizations Trust and Estate Planning TALENTCONNECT SERVICES Let PKF O’Connor Davies be the go-to source for your accounting, auditing, tax and cyber needs. We keep our clients in the know with our complimentary Thought Leadership publications and professional education events. We are responsive and focused on quality client service while delivering tailored solutions and useful feedback. You have a responsibility to ensure the financial success of your business. PKF O’Connor Davies is prepared to provide the necessary support. 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