Private Clients
We understand the needs of private clients.
One of our favorite things to do is help successful people enjoy what they’ve achieved.
We learn about you and your goals, whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations. We then fine-tune a plan that will help you meet those personal and business goals.
We serve high-net-worth clients that range from families with multigenerational wealth to entrepreneurs with new wealth and individuals who have experienced a liquidity event.
Some need help developing sophisticated estate planning strategies, while others seek to streamline administrative tasks, preserve wealth, maintain a lifestyle or meet compliance obligations.
As a client of Kaufman Rossin, you’ll have direct access to a diverse team of professionals with technical, industry or jurisdictional expertise that can take a comprehensive view of your family, your interests and your wealth. And because we are certified public accountants, we adhere to the highest ethical standards and maintain complete confidentiality and discretion.
This means we are only watching out for your best interests.
Family Office Services
No other family is exactly like yours. That’s why we love what we do.
We have nearly 60 years of experience working with global affluent families, investors, multigenerational families, business owners and executives, single and multi-family offices, professional athletes, entertainers, and non-profits.
We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls, family governance, cyber security, litigation support, and more.
For decades, we’ve been developing a team of seasoned financial professionals and accountants with family office experience whose skills and caring service are unmatched.
The ideal private client service provides one trusted point of contact, finding reliable resources as needed and managing those relationships.
Tax Services
Think you have a complex tax problem? Bring it on. We file over 10,000 federal, state and international tax returns annually. Our tax experts not only get you in compliance and minimize the taxes you pay, but we can tap into our vast resources to tackle your toughest issues.
Estate & Trust Services
Poor planning has real, bottom line implications. We can help you take steps to minimize family disputes and manage potential business problems with an estate and trust plan that focuses on your desires.
From simple trusts to complex trusts, we prepare over 1,200 estate and trust tax returns annually. We can help preserve your legacy and transition your wealth through multiple generations, with minimal tax.
Wealth and Insurance services provided through Kaufman Rossin Group wholly owned subsidiaries: Kaufman Rossin Wealth, LLC, a Registered Investment Advisor, and Kaufman Rossin Insurance Services, an insurance solutions provider.
Our Professionals










Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
Michelle Morris Penn, CPA, FCCA, CISA
Director, Family Office Services
Miami
Michelle Morris-Penn has more than 20 years of experience in accounting and finance, and assists clients with financial statements, budget preparation, internal and external audits, and facilities and fixed asset management.
Bela Barnes, CPA
Senior Manager, International Tax
Miami
Bela Barnes is a senior manager in the International Tax Advisory Services group.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Isaac Mizrahi, CPA
Manager, Tax
Ft. Lauderdale
Isaac Mizrahi is a manager in the tax practice. He brings over six years of experience in tax consulting, compliance, and examination resolution.
Jay Pelham, CFP®
Principal, Client Services
Miami
As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individu…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….
David Liska
Senior Wealth Advisor and Insurance Advisor
Ft. Lauderdale
As a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC and Insurance Advisor at Kaufman Rossin Insurance Services, David Liska collaborates with firm professionals to support financial planning and insurance services to clients. David brings decades of developing relationships and establishin…










Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
Michelle Morris Penn, CPA, FCCA, CISA
Director, Family Office Services
Miami
Michelle Morris-Penn has more than 20 years of experience in accounting and finance, and assists clients with financial statements, budget preparation, internal and external audits, and facilities and fixed asset management.
Bela Barnes, CPA
Senior Manager, International Tax
Miami
Bela Barnes is a senior manager in the International Tax Advisory Services group.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Isaac Mizrahi, CPA
Manager, Tax
Ft. Lauderdale
Isaac Mizrahi is a manager in the tax practice. He brings over six years of experience in tax consulting, compliance, and examination resolution.
Jay Pelham, CFP®
Principal, Client Services
Miami
As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individu…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….
David Liska
Senior Wealth Advisor and Insurance Advisor
Ft. Lauderdale
As a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC and Insurance Advisor at Kaufman Rossin Insurance Services, David Liska collaborates with firm professionals to support financial planning and insurance services to clients. David brings decades of developing relationships and establishin…










Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
Michelle Morris Penn, CPA, FCCA, CISA
Director, Family Office Services
Miami
Michelle Morris-Penn has more than 20 years of experience in accounting and finance, and assists clients with financial statements, budget preparation, internal and external audits, and facilities and fixed asset management.
Bela Barnes, CPA
Senior Manager, International Tax
Miami
Bela Barnes is a senior manager in the International Tax Advisory Services group.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Isaac Mizrahi, CPA
Manager, Tax
Ft. Lauderdale
Isaac Mizrahi is a manager in the tax practice. He brings over six years of experience in tax consulting, compliance, and examination resolution.
Jay Pelham, CFP®
Principal, Client Services
Miami
As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individu…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….
David Liska
Senior Wealth Advisor and Insurance Advisor
Ft. Lauderdale
As a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC and Insurance Advisor at Kaufman Rossin Insurance Services, David Liska collaborates with firm professionals to support financial planning and insurance services to clients. David brings decades of developing relationships and establishin…










Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
Michelle Morris Penn, CPA, FCCA, CISA
Director, Family Office Services
Miami
Michelle Morris-Penn has more than 20 years of experience in accounting and finance, and assists clients with financial statements, budget preparation, internal and external audits, and facilities and fixed asset management.
Bela Barnes, CPA
Senior Manager, International Tax
Miami
Bela Barnes is a senior manager in the International Tax Advisory Services group.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Isaac Mizrahi, CPA
Manager, Tax
Ft. Lauderdale
Isaac Mizrahi is a manager in the tax practice. He brings over six years of experience in tax consulting, compliance, and examination resolution.
Jay Pelham, CFP®
Principal, Client Services
Miami
As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individu…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….
David Liska
Senior Wealth Advisor and Insurance Advisor
Ft. Lauderdale
As a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC and Insurance Advisor at Kaufman Rossin Insurance Services, David Liska collaborates with firm professionals to support financial planning and insurance services to clients. David brings decades of developing relationships and establishin…
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