PKF O’Connor Davies announced that New York City–based Wolf Maryles & Associates will join the firm effective January 1, 2026, adding a specialized team focused on high-net-worth tax and financial advisory services. The deal strengthens PKF O’Connor Davies’ private client practice and continues its momentum following last year’s strategic growth investment from Investcorp and PSP Investments.
Wolf Maryles & Associates brings 11 professionals to PKF O’Connor Davies’ New York office and expands the firm’s ability to support clients with complex tax planning, financial management and wealth transfer strategies. Led by Managing Member Shimon Wolf, the team has earned a reputation for guiding individuals and families through intricate tax structures and long-term planning needs. The firm’s CPAs and advanced-degree tax professionals have served clients for more than 25 years.
The integration reflects PKF O’Connor Davies’ ongoing strategy of strengthening its market reach and enhancing its specialized services through targeted partnerships. By adding Wolf Maryles & Associates’ expertise and client relationships, PKF O’Connor Davies aims to bolster its advisory capabilities across key regions and continue its expansion within the high-net-worth segment.
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“We’re excited to welcome Shimon Wolf and the accomplished team at Wolf Maryles & Associates to the PKF O’Connor Davies family. Their knowledge and approach complement our strengths and ability to deliver the highest level of insight, service and value to our clients.”
Kevin J. Keane, Chief Executive Officer at PKF O’Connor Davies
“Our team is excited to join PKF O’Connor Davies and continue serving our clients with the same depth of expertise and personalized attention. Combining our resources and insights with the broader PKF O’Connor Davies network creates great opportunities to expand and elevate the service we deliver.”
Shimon Wolf, Managing Member of Wolf Maryles & Associates
