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Prostano, who is a certified public accountant and attorney with an LL.M in taxation, has worked for 35 years in the professional services sector. He founded The UHNW Institute, a non-profit, independent think tank that issues thought-leadership content for ultra-wealthy families, advisors and family offices. (FWR is the exclusive media partner of the institute.)

He spoke alongside Gemma Leddy, partner-in-charge of PKF O’Connor Davies Family Office. Leddy said she noticed that as PKF handled client affairs it became apparent that there was more and more demand for the kind of family advisory services Prostano has been called upon to develop.

“We realized we needed to expand our resources,” Leddy said.

“These are special times for families…..advisors are retiring, wealth creators are trying to step back and a new generation is coming into its own,” she said. Alongside all this change are the disruptive effects of modern technology affecting how financial services are delivered, Leddy continued.

PKF O'Connor Davies and a cluster of linked organizations have joined together to build a joint venture supporting clients on both sides of the Atlantic. See more here.