Family Office
Joann Davidson, CPA, currently serves as Chief Financial Officer at a Family Office since August 2022, having held the same position at the same organization from August 2018 to July 2022. With a rich background at Deloitte Tax LLP from August 2005 to August 2018, Joann specialized in serving ultra-wealthy individuals, trusts, foundations, family offices, and closely-held businesses, focusing on tax and financial matters, including estate/wealth transfer planning, charitable planning, post-mortem administration, and family office structuring. Joann holds a Master's degree in Accounting with a Specialization in Taxation and a Bachelor's of Science in Accounting, both from Gies College of Business at the University of Illinois Urbana-Champaign.
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Family Office
The Family Office is a private wealth management advisory firm, serving ultra-high-net-worth investors and families.