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Linda Mack of Mack International participated in the Inaugural Annual UHNW Institute Conference in partnership with Family Wealth Report on June 8

Linda Mack of Mack International participated in the Inaugural Annual UHNW Institute Conference in partnership with Family Wealth Report on June 8
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PKF O'Connor Davies Family Office Awarded 'Best Accountancy Advisor' and 'Best Family Office Management Consultancy' at Family Wealth Report Awards 2021

PKF O’Connor Davies Family Office Awarded ‘Best Accountancy Advisor’ and ‘Best Family Office Management Consultancy’ at Family Wealth Report Awards 2021
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Family Office services division also received commendation in ‘Outsourcing/Business Process Outsourcing’ category
“We’ve made significant enhancements to our team and solutions over the last year focused on helping families navigate complexity and solve their greatest challenges,” said Gemma Leddy, Partner-in-Charge of PKFOD FO.
NEW YORK (PRWEB)
May 11, 2021
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, announced today that PKF O’Connor Davies Family Office (PKFOD FO) was named “Best Accountancy Advisor” and “Best Family Office Management Consultancy” at the Family Wealth Report Awards 2021, awarded on May 6. PKFOD FO also received a commendation in ....

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FundCount Wins Best Accounting Solution at Family Wealth Report Awards

FundCount Wins Best Accounting Solution at Family Wealth Report Awards
Meets family office needs for a unified accounting, general ledger and reporting system
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BOSTON, May 11, 2021 /PRNewswire/ FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was named
Best Accounting solution at the 8
th Family Wealth Report awards. These annual awards recognize the most innovative and exceptional firms serving the family office, family wealth management and trusted advisor communities in North America.
FundCount
A judging panel comprising industry experts from family offices, private banks, consulting firms and other service providers selected the category winners based on qualitative benchmarks and quantitative supporting metrics. The judges noted the resilience and remarkable customer care the winning firms demonstrated during 2020. ....

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Key Private Bank Wins 'Best Regional Private Bank' At The 2021 Family Wealth Report Awards

Key Private Bank Wins Best Regional Private Bank At The 2021 Family Wealth Report Awards
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CLEVELAND, May 7, 2021 /PRNewswire/ Key Private Bank, the wealth management division of KeyCorp (NYSE: KEY), today announced that it is the recipient of the 2021 Best Regional Private Bank from Family Wealth Report (FWR).
The FWR Awards showcases high-performing providers in global private banking, wealth management and advisor communities. An independent panel of industry experts evaluates both qualitative and quantitative performance indicators to select the winners.
2021 FWR award winner logo
We are pleased to be recognized by
Family Wealth Report as the Best US Regional Private Bank, said Joe Calabrese, chief operating officer of KeyBank Wealth Management. The client experience is paramount to all that we do and this distinct honor highlights our commitment to delivering highly customized, best- ....

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One Day In July LLC, Vermont Financial Advisors, Chosen as Finalist in Family Wealth Report Awards

One Day In July LLC, Vermont Financial Advisors, Chosen as Finalist in Family Wealth Report Awards
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