Boca Raton, Florida – July 13, 2012 – Jennifer Lynch Ridgely, has been named Principal-in-Charge of Family Office Services at the regional accounting firm of Daszkal Bolton. Jennifer will be headquartered in Daszkal Bolton’s Jupiter office, and serve clients throughout South Florida as well as across the nation.
Jennifer brings to Daszkal Bolton over 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, estate and trust planning, succession planning needs, compliance issues, and asset/portfolio/investment reporting as well as cash management. In addition, Jennifer brings to Family Office Services a niche expertise as an aviation tax specialist for aircraft owners.
According to Jeff Bolton, CPA, Partner and Co-Founder of Daszkal Bolton LLP, “Jennifer understands the needs of high net worth individuals and families, and can create unique Family Office solutions and deliver customized financial services. Her years of experience and ‘non cookie cutter approach’ will serve as a key contributor to our clients’ financial wellbeing”.
About Jennifer Lynch Ridgely and Daszkal Bolton Family Office
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 will provide everything from bill-paying and cash management to structuring of complex investments and sophisticated estate plans. Services will 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 degree 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, and Opal Financial Group’s Family Office Network.
To contact Jennifer Ridgely, please call 561.367.1040 or email [email protected]