Our Team

Peter is the Managing Partner of the CPA firm, and also heads up the Family Office Advisor services group. He has been a CPA and wealth advisor for 20+ years, and has strong relationships with numerous large family offices in the U.S....

Ruurd has 30+ years of experience in industry ranging from tax advisement and consulting to financial planning. He was a Senior Partner at PricewaterhouseCoopers and Coopers & Lybrand, servicing Fortune 500 clients. He has been the...

Beatriz has 15+ years of experience in public accounting, auditing and financial reporting. Previous roles include Managerial and Staff Audit positions at BDO and PriceWaterhouseCoopers, and Financial/Accounting Analyst positions at...

Paula has 30+ years experience in client relationship management, and extensive accounting/tax experience, including 15 years at Kass & Jaffe, CPAs.