CDL Family Office Services

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CDL Family Office Services — overview

About

Established in 1987, CDL Family Office Services was a division of Florida-based Caler, Donten, Levine, Cohen, Porter & Veil public accountants. It offered a diverse range of services from routine household bill paying to assisting counsel with structuring of complex estate planning to high net worth individuals. It did not provide investment advisory services to its clients. In Q4 2021, the firm was acquired by EisnerAmper.

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