Daszkal Bolton Family Office and Madison Family Office Services Join Forces

The family office practice of Boca Raton, Fla.-based Daszkal Bolton (FY14 net revenue of $17.8 million) and Madison Family Office Services, LLC of Sunrise, Fla., have combined to create DB Family Office Services.

“We appreciate that wealth comes with complications,” says Michael Daszkal, MP of Daszkal Bolton. “We launched a family office practice a few years ago under the leadership of Jennifer Ridgely to assist high net worth families manage those complexities. Over this time, we also developed an informal alliance with Madison Family Office Services, a group with an established national and international reputation for working with families’ professionals to accomplish their goals. As we looked at the continued growth of our family office practice and the ability to complement our expertise, now was the right time to bring these businesses together. By combining practices, DB Family Office Services is better positioned to bring greater expertise to its clients.”

DB Family Office Services will be managed by principals Jennifer Ridgely and Barry Gurland who was the MP of Madison Family Office Services. The combined practice has offices throughout South Florida in Jupiter, Boca Raton, Sunrise and Aventura.

DB Family Office Services works with multigenerational wealth from around the world. Its team includes professionals with accounting and finance backgrounds who manage day-to-day financial responsibilities, monitor investments, outline and oversee estate and trust planning as well as philanthropic giving, and enable families to accentuate the strengths and interests of their members by providing insight and guidance around any decision.