March 14, 2018 (Boca Raton, Florida) – Daszkal Bolton is pleased to announce that Jennifer Ridgely has been promoted to Partner of the Daszkal Bolton LLP, effective March 1, 2018. Jennifer has nearly twenty years of tax, accounting, investment reporting, and management experience serving high net worth individuals and families, and their closely held entities. Jennifer’s focus has been tax, compliance issues, estate and trust planning, asset/portfolio/investment reporting and cash management, as well as succession planning needs.
Jennifer and her team of professionals at DB Family Office (a division of Daszkal Bolton, LLP) provide everything from bill-paying and cash management, to structuring of complex investments and sophisticated estate plans. Services are customized to meet the unique needs of each client, and encompass all of the traditional benefits of a Family Office while utilizing the resources of a large, award winning, certified public accounting firm.
Jennifer received her Bachelor of Science in Business Administration and Accounting from Florida Atlantic University. Jennifer is a member of the Accountant – Lawyer Alliance (ALA), The Family Offices Group, Family Office Professionals, Opal Financial Group’s Family Office Network and Palm Beach County Estate and Planning Council.
About Daszkal Bolton LLP
Daszkal Bolton LLP provides accounting, tax and business finance advisory services to small and middle market companies ranging in revenue from $10M to $300M. The firm provides financial statement assurance, tax advisory and compliance, M&A and transaction advisory, private client services for high net worth individuals, state and local tax, International tax, forensic accounting, business valuation, estate planning and asset protection services. The firm also advises on wealth management, life and disability insurance and fee-based financial planning through affiliate Benchmark Financial Group. With over 140 professionals Daszkal Bolton covers the South Florida markets, with offices in Fort Lauderdale, Boca Raton and Jupiter.