Families and family offices are unique
Whether you are looking to preserve and transfer wealth, building wealth through investments or business operations, seeking business management services, or navigating complex financial, tax, and operating issues, our team can work with you to determine the best possible outcome.

With our access to professionals with deep industry expertise – and additional international reach through our affiliation with Nexia – we can assist in:

Addressing operating businesses and cross-border investments
Offering an independent perspective of insurance, estate, and financial planning, as well as investment concerns
Connecting trusted and experienced specialists to resolve issues
Introducing like-minded individuals and businesses to explore mutually beneficial opportunities

Get in touch with our specialists

View All Specialists

Donald Stevens

CPA, Managing Partner - Private Client Services
daniel kesner

Daniel Kesner

CPA, Partner
Jennifer Lynch Ridgely

Jennifer Lynch Ridgely


Looking for the full list of our dedicated professionals here at CohnReznick?



Let’s start a conversation about your company’s strategic goals and vision for the future.

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Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.