Family Office Investment 
Symposium 2023

A partner in the firm’s New York City office, has an extensive background in taxation and accounting, which includes various tax compliance and consulting services. Patrick Daly is the leader of the firm’s high net worth services practice and advises clients in all facets dealing with business and personal tax matters. Quality service and a commitment to truly understanding clients’ businesses has been Pat’s focus throughout his career. He often serves as a point person in his clients’ financial dealings, advising and helping them to mitigate taxes and grow wealth.