SERVICES PERSONAL FINANCIAL MANAGEMENT Evolving lifestyles, changing markets and rapid business growth make it difficult for high-net-worth individuals and business owners to manage financial obligations. When these obligations are integrated, which is often the case, an exacting personal and business planning perspective is essential. Meet Our Professionals Gemma Leddy Partner Lucille Murray Principal Thomas Riggs Partner Marc L. Rinaldi Partner Understanding that each client’s needs are unique, PKF O’Connor Davies’ skilled teams employ a hands-on approach to unburden clients from the everyday details of financial management that can keep them from pursuing their personal, professional and financial goals. Our skilled specialists identify disciplined processes for efficient financial management and leverage in-depth financial modeling, budgeting, employee management and financial administration talent. Accessible, effective, proactive service helps clients realize financial and business goals. Our personal financial management services for Family Offices include: Financial modeling, cash management and budgeting Bill payment, vendor management and bank reconciliation Employee management, payroll and benefits administration Document and contract management Liaison to attorneys, investment advisors, insurance brokers, banks and other providers Presentation of financial management reports and analysis for various constituencies Consulting on financial management controls and processes 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. REQUEST FOR PROPOSAL REQUEST FOR PROPOSALSUBSCRIBE TO OUR NEWSLETTERS The Company Our Story Community Involvement People Client Portals Contact Us Locations Services Accounting and Assurance Administration Services Advisory Services Family Office International Services Investment Banking Tax Compliance and Planning TalentConnect Services Industries Affordable Housing Architecture and Engineering Banking Business Solutions Cannabis Cemeteries Construction Consumer Products and Retail Education Employee Benefit Plans Family Office Financial Services Health Care Hedge Funds Hospitality Insurance Life Sciences Manufacturing and Distribution Medical and Dental Practices Not-for-Profit Organizations Private Clubs Private Equity Private Foundations Professional Services Professional Trade, Membership Associations and Societies Public Sector Real Estate Shipping and Logistics Sports and Entertainment Technology Transportation Insights News and Press Releases Articles Webinar Replays Blog Events Media Value Series Client Testimonials Employee Views Highlights and Compilations Podcasts Careers What We Offer Full-Time Opportunities Internships and Programs Employee Testimonials © 2021 PKF O'Connor Davies, LLP All Rights Reserved. Privacy Policy | Cookie Declaration