490 Sawgrass Corp Pkwy, Suite 200
Sunrise, FL 33324
Bachelor of Science in Economics
Licensed CPA – State of Florida
Personal Financial Specialist (PFS)
Chartered Global Management Accountant (CGMA)
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Barry is a Partner in DB Family Office Services and was the founder of Madison Family Office Services LLC, which merged with this organization in January 2016. This combined firm is the result of more than thirty years of experience with large and midsized firms. DB Family Office Services works with high net worth individuals and families as well as their businesses with a focus on satisfying planning and asset preservation needs. The goal is to not only plan for the financial assets, but also the intellectual and human ones.
Barry has extensive experience in tax planning for corporations, individuals, estates and trusts. He is also a Principal at Daszkal Bolton LLP, a leading regional public accounting firm, where he serves in advisory capacity to professionals of the firm on estate, succession and retirement planning issues as well as business structuring. His involvement both as a volunteer and professional with not-for-profit entities has given him the ability to be a resource for charitable giving planning.
Prior to founding Madison Family Office Services, Barry served as a managing director and director of tax and advisory services with a national accounting firm where he concentrated on private wealth and was a member of the national committee. Barry also served as the Southern Regional Managing Director of Private Wealth Tax and Advisory Services, a division of American Express Tax and Business Services (TBS).
- State & Local Tax
- International Tax
- Personal Tax
- Estates and Trusts
- Family Office Management
Professional Development and Community
- Greater Miami Jewish Federation – Chair of the Security and Collections and Security Committee; Member of the Administrative Committee
Honors and Awards
- Greater Miami Jewish Federation – Stanley C. Myers Young Leadership Award
- Ledges Award Maccabi USA