Nancy H Schultz joins Rothstein Kass Family Office Group as Leader in Western Region
The Rothstein Kass Family Office Group (a division of professional services firm Rothstein Kass ( www.rkco.com ), today announced that Nancy H. Schultz has joined the firm as a Director and leader of the Family Office Group in the Western Region. Ms. Schultz brings more than 25 years of family office, tax, accounting and financial planning experience to this role. She will be based in the firm’s Beverly Hills, California office.
“The Rothstein Kass Family Office Group has achieved tremendous growth by providing integrated wealth management services to high-net-worth individuals and families including alternative investment fund managers, professional athletes and entertainers. Our independence and objectivity have also allowed us to strategically partner with single-family offices to provide advanced planning and lifestyle management support. Because of the growing appeal of the family office model, we continue to see increasing demand for our offerings across the communities and geographies we serve,” said Rick Flynn, Principal and head of the Family Office Group practice at Rothstein Kass. “Nancy’s technical expertise and operational experience will help us to build on this momentum while enhancing our national presence.”
Prior to joining Rothstein Kass, Ms. Schultz served as Chief Operating Officer at Simms, Inc., where she managed family office operations and real estate business functions, CFO of Saban Capital Group, Inc. and CFO of The Jim Henson Company. Ms. Schultz began her career at PricewaterhouseCoopers LLP, where she was a tax partner in the entertainment and media group.
Ms. Schultz earned a Master of Science in Business and a Bachelor of Business Administration from University of Wisconsin – Madison. She is a Certified Public Accountant and received the Elijah Watt Sells Award given for the 10 highest scores nationwide on the CPA exam.
About Rothstein Kass:
Rothstein Kass is a premier professional services firm that has served privately held and publicly traded companies, as well as high-net-worth individuals and families, for more than 50 years. As trusted advisors to our clients, Rothstein Kass provides accounting, auditing and tax services, as well as a full array of integrated services, to clients across industry spectrums and in all stages of organizational development. At the core of Rothstein Kass’ remarkable success lies our commitment to hiring, developing and retaining employees that represent an entrepreneurial spirit mirroring that of the sophisticated business and financial services communities that we serve.
The Rothstein Kass Family Office Group offers a wide range of financial, wealth planning and lifestyle management services to family offices and high-net-worth individuals. Composed of seasoned financial professionals and certified public accountants, the Family Office Group applies proven expertise with the utmost discretion and attention. A division of the Rothstein Kass Commercial Services Group, the Family Office Group does not provide investment allocation, asset management or advisory services.