Investment advisory services. Estate planning and settlement. Family Office services. BIO
Jeff Kaczmarczyk has over 30 years' experience in the financial services industry. For the past 20 years, Jeff has managed the financial management office for a family conglomerate. Jeff was responsible for providing financial management and advisory services to both individuals and their business enterprises. Principal responsibilities included overseeing the accounting processes, financial statement preparation, financial planning, investment oversight, risk management, financing, cash flow planning, tax preparation and planning, and estate planning for individuals. Additionally, Jeff managed the delivery of similar services for business entities which also included business entity creation and structuring, business management and strategic planning. Jeff spent the majority of his early career at Wilmington Trust Company where he worked in various areas including Investment Management, Corporate Trust, and Wealth Management. Jeff holds a Bachelor's degree in Accounting from the University of Delaware and a Master's degree in Taxation from Widener University. Jeff has obtained the designation of Certified Public Accountant (CPA).