Todd Kesterson, CPA

Principal

Family Office Services

Miami

Todd Kesterson leverages the latest technology to provide sophisticated accounting, tax, and business consulting services to high-net worth individuals, family offices, and their closely held businesses.

His expertise includes family business consulting, investment analysis, estate and business planning, internal controls, risk management, budgeting and cash management. He has consulted on lifestyle management and managed personal financial affairs for a variety of clients such as business owners, private investors, fund managers, and entertainment professionals. Todd helped develop and uses Kaufman Rossin Connect’s cloud-based technology ecosystem to provide his family office clients with real-time access to accounting and financial reporting.

Before joining the firm in 2014, Todd served as president and CFO for the private wealth management office of a high-net-worth Dallas family for nearly 15 years. In that role, he was involved with all aspects of the family’s business and personal affairs, including wealth transfer and tax planning, public and private investing, accounting and reporting, forecasting, asset protection, risk management, human resources, private foundation operations and compliance.

Todd is a frequent speaker and author featured in several media publications, including Forbes, The New York Times, Bloomberg, Financial Advisor IQ, and South Florida Business & Wealth. Active in his community, Todd is a board member of Paws4you Rescue and a member of the Audit Committee for the Adrienne Arsht Center for the Performing Arts.

He is a Certified Public Accountant in Florida and Texas and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

Education

  • Bachelor of Science. Accounting. University of North Texas.
  • Master of Taxation. Accounting. University of North Texas.