Jennifer Lynch Ridgely

Partner | DB Family Office Services

Experience

Jennifer Lynch Ridgely is a partner in DB Family Office Services. Jennifer has more than fifteen 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. In addition, Jennifer brings to Family Office Services a niche expertise as an aviation tax specialist for aircraft owners. Prior to joining Daszkal Bolton, Jennifer was affiliated with both small and regional accounting firms where she provided tax and accounting services for individuals, families, partnerships, corporations, and foundations. Jennifer gained expertise in tax consulting, planning, and structuring for high net wealth individuals as well as multi-generational families. In addition, she gained significant experience assisting high net worth families with complex multi-generational financial issues including management of closely held entities, trusts, and foundations. Jennifer and her team of professionals at Daszkal Bolton Family Office 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.

Education

Florida Atlantic University BS in Business Administration & Accounting

Memberships

Palm Beach County and Martin County Estate Planning Councils

Professional Development & Community

Jennifer is a member of the Accountant – Lawyer Alliance (ALA), The Family Offices Group, Family Office Professionals, and Opal Financial Group’s Family Office Network.