MGO Private Wealth<\/a>. Bruce Frankel, Managing Partner of Eckhoff Wealth Management, will add his extensive financial planning experience and impressive list of high-net-worth clients to MGO Private Wealth.<\/p>\n\n\n\n\u201cWith complementary service lines and a likeminded commitment to providing team members with an amazing team member experience, we\u2019re proud to welcome Eckhoff and its team members to MGO,\u201d said Danielle Berg, President & Chief Experience Officer at MGO. \u201cCalifornia is a vital market for MGO\u2019s growth and the addition of Eckhoff expands our talent and resources in the Bay Area. MGO will continue to grow through strategic combinations with leading firms across key markets in the United States.\u201d<\/p>\n\n\n\n
Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger commented, \u201cMGO is viewed by their peers nationally as having great leadership and a really cool culture \u2013 a melting pot for ambitious talent that wants to grow professionally. They are one of the country\u2019s fastest growing and most admired firms. Eckhoff was one of San Francisco\u2019s most prestigious and sought after firms. They were continuously approached for a merger by other regional and national firms but loved the culture and depth of resources that MGO brought to the table.\u201d<\/p>\n\n\n\n
Founded in 1955, Eckhoff provides comprehensive tax and accounting solutions to individuals and businesses throughout the San Francisco Bay Area. The wealth management business started in 2017 with the joining of Bruce Frankel.
Eckhoff\u2019s integrity, honesty, and team-based approach puts their clients\u2019 needs front and center. This client-first service approach, and an impressive client roster of real estate entities and high-net-worth individuals, made Eckhoff an ideal fit to join the MGO team.<\/p>\n\n\n\n
\u201cMGO quickly proved itself a likeminded partner that shares our values, our culture, and our commitment to providing world-class financial solutions,\u201d said Michele Hassid, Eckhoff Managing Partner. \u201cWe expect a seamless transition for our clients \u2014 they will continue to receive the dedication they expect from us now with a broader range of services to successfully manage their financial future.\u201d<\/p>\n\n\n\n
With this combination, Eckhoff\u2019s existing clients will gain access to a comprehensive suite of business and financial solutions, including assurance and advisory services, and specialty offerings like R&D tax credits, international tax, transaction advisory, and cyber and information security.<\/p>\n\n\n\n
\u201cWe are excited to leverage MGO\u2019s expansive suite of services and capabilities for our wealth management clients,\u201d said Bruce Frankel, Eckhoff Wealth Management Managing Partner. \u201cOur practice has always been about offering our clients more value through integrated services. With MGO, our power to provide our clients with specialty tax and advisory services increases exponentially.\u201d<\/p>\n\n\n\n
By joining MGO, Eckhoff team members gain access to new opportunities for professional development and advancement. Former Eckhoff team members will continue to operate from the Bay Area as the newest MGO office.<\/p>\n\n\n\n
About MGO LLP<\/strong>
One of the fastest growing professional services firms in the country, MGO combines deep industry experience with well-established accounting and advisory solutions to deliver tangible results. Our clients range from global technology and life science leaders to public companies and innovative startups \u2013 from the largest government entities in the country, to the biggest names in entertainment.<\/p>\n\n\n\nMGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the \u2018Best of Accounting\u2019 designation in Client Satisfaction by the independent research firm.<\/p>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
LOS ANGELES \u2014 April 2, 2022 \u2014 MGO (Macias Gini & O\u2019Connell LLP), a top-100 CPA firm and one of the fastest growing business advisory and accounting firms in the country, announced that it has combined with Bay Area-based Eckhoff & Company CPAs and Advisors (Eckhoff). Eckhoff\u2019s team of 20-plus will join MGO and Eckhoff […]<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"news-and-press-type":[13],"class_list":["post-2214","news-and-press","type-news-and-press","status-publish","hentry","news-and-press-type-press-release"],"acf":[],"yoast_head":"\n
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