Fund Tax Advisors for Family Offices in Florida

8 fund tax advisors at 4 firms in Florida name family offices among their clients. The practices listed most: fund tax (8), private equity funds (5) and real estate funds (5). The most are at CLA (CliftonLarsonAllen) (2), CohnReznick (2) and EisnerAmper (2). Main offices: Miami (2) and West Palm Beach (2).

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8 people

Adrian Alfonso
Principal, TaxKaufman Rossin
Miami, FLPractices: Real estate funds
Lisa Cappiello
PartnerEisnerAmper
West Palm Beach, FLPractices: Private equity funds, Real estate funds, Hedge funds
Michael Fletcher
Principal, TaxKaufman Rossin
Palm Beach Gardens, FLPractices: Private equity funds
Corey Holthaus
PrincipalCLA (CliftonLarsonAllen)
Tampa, FLPractices: Private equity funds, Real estate funds
Lisa Knee
Managing PartnerEisnerAmper
West Palm Beach, FLPractices: Private equity funds, Real estate funds
Steven Kreinik
PartnerCohnReznick
Miami, FLPractices: Hedge funds
Leif Novie
PartnerCohnReznick
Sunrise, FLPractices: Hedge funds
Caleb Solley
PrincipalCLA (CliftonLarsonAllen)
Orlando, FLPractices: Private equity funds, Real estate funds

Who is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank.