Jennifer Lynch Ridgely has more than 15 years of tax, accounting, investment reporting, and management experience serving high net worth individuals and families, and their closely held entities. She focuses on tax, compliance issues, estate and trust planning, asset/portfolio/investment reporting and cash management, and succession planning. In addition, Jennifer has niche expertise as an aviation tax specialist for aircraft owners.
Jennifer and her team provide services to private clients ranging from bill paying and cash management to structuring complex investments and sophisticated estate plans. Her services are designed to meet the unique needs of each client, offering the traditional benefits of a family office through the resources of a nationally recognized advisory, assurance, and tax firm.
Before joining CohnReznick, Jennifer was affiliated with both small and regional accounting firms where she provided tax and accounting services for individuals, families, partnerships, corporations, and foundations. Her scope of services included tax consulting, planning, and structuring for high net wealth individuals as well as multi-generational families.
BS, Business Administration and Accounting – Florida Atlantic University
Palm Beach County and Martin County Estate Planning Councils
Accountant - Lawyer Alliance (ALA)
The Family Offices Group
Family Office Professionals
Opal Financial Group’s Family Office Network