Kaufman Rossin Expands Family Office Group with Todd Kesterson

Kaufman Rossin, one of the top CPA and Advisory firms in the U.S., announced the addition of A. Todd Kesterson as director of Family Office Services. Kesterson will lead this growing practice area, providing accounting, tax and business consulting services to high net worth individuals and family offices.

Prior to joining Kaufman Rossin, Kesterson served as the president and chief financial officer for the private wealth management office of a HNW Dallas family for nearly 15 years. He has over 25 years of experience in public accounting, wealth advisory, tax consulting and general business operations. He has consulted on lifestyle management and managed personal financial affairs for a variety of clients including business owners, private investors, fund managers, retirees, and entertainment professionals. He also consults on family office creation and operations of existing family offices, internal controls, and best practices.

He is a Certified Public Accountant in Florida and Texas and is a member of the Texas Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Kesterson is a frequent speaker at seminars and workshops related to wealth management for HNW individuals and has published articles for professional publications.

Kaufman Rossin’s Family Office Services performs planning, administration, monitoring and compliance services for clients across the United States.

 


Todd Kesterson, CPA, is a Family Office Services Principal at Kaufman Rossin, one of the Top 100 CPA and advisory firms in the U.S.