Standorf brings knowledge in areas such as family governance, treasury management, and more. Credit: Chay_Tee/Shutterstock.

Berkowitz Pollack Brant Advisors + CPAs has promoted Heath Standorf to the role of director within its Family Office Services practice.  

Standorf, with more than 15 years of experience, specialises in advising high-net-worth individuals (HNWIs), families, and closely held businesses.  

He leverages technology and a collaborative approach to enhance services for wealth management and process optimisation. 

The company noted that he is also recognised for his leadership in the Family Office practice, where he has helped families save money and improve their financial operations.  

He specialises in areas such as family governance, treasury management, financial reporting, and tax compliance.  

His expertise extends to income tax planning, financial and estate planning, as well as trust, gift, and family entity planning. 

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As a Certified Public Accountant, Standorf is affiliated with various professional bodies including the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).  

He is also an alumnus of the University of Central Florida, holding both master’s and bachelor’s degrees in Business Administration. 

Berkowitz Pollack Brant, with a history spanning 45 years, focuses on solving problems and assisting clients in achieving their goals.  

The firm, along with its affiliates Provenance Wealth Advisors, BayBridge Capital Advisors, and BayBridge Real Estate Capital, operates across locations including Miami, Boca Raton, West Palm Beach, and New York City. 

The firm was named a “Best of the Best” accounting firm by Inside Public Accounting in August 2024, marking its 24th appearance on the list.  

Following this, in September 2024, Berkowitz Pollack Brant was also recognised as a leading accounting and tax advisory firm in the high-net-worth category by Chambers and Partners.