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  2. Family offices are booming: Inside the secretive finance ...

    www.aol.com/finance/family-offices-booming...

    Bruce K. Lee, founder and CEO of ... That could include assistants, investment managers, lawyers, and accountants, though it varies by office. ... according to a December 2024 report from Cerulli ...

  3. Ryan LLC - Wikipedia

    en.wikipedia.org/wiki/Ryan_LLC

    Ryan LLC was founded by Chairman and CEO G. Brint Ryan [8] and Chris F. Collis as the CPA firm Collis & Ryan in 1991. [9] [10] Collis' stake in the company was bought out in 1993, and the company was renamed Ryan & Company, P.C. [10] In 1997, the company began expanding into other tax areas beyond state and local taxes.

  4. G. Brint Ryan - Wikipedia

    en.wikipedia.org/wiki/G._Brint_Ryan

    Ryan worked at Coopers & Lybrand, now PricewaterhouseCoopers, as a public accountant in 1989. [2] He founded Ryan LLC as a CPA firm in 1991. By the end of 1997, Ryan had helped to grow the company to 75 employees, added new offerings, and increased the number of clients outside of Texas. [10]

  5. Forvis, LLP - Wikipedia

    en.wikipedia.org/wiki/Forvis,_LLP

    CampbellWilson was a firm based in Dallas, Texas. Teegardin & Associates CPAs joined BKD June 1, 2019. [19] Teegardin was an Austin-based firm specializing in tax, accounting and family office services. Stayner Bates P.C. joined BKD June 1, 2019. [20] Stayner Bates was a firm based in Salt Lake City, Utah, Loeb & Troper LLP joined BKD July 15 ...

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  7. Charles M. C. Lee - Wikipedia

    en.wikipedia.org/wiki/Charles_M._C._Lee

    Charles Mien Chun Lee (born 12 October 1957) is a behavioral economist, accounting academic, and asset manager. He is the Moghadam Family Professor Emeritus at Stanford University's Graduate School of Business and the Kermit O. Hanson Professor of Accounting at the University of Washington's Foster School of Business.

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  9. SMART Business Advisory and Consulting - Wikipedia

    en.wikipedia.org/wiki/SMART_Business_Advisory...

    SMART grew rapidly growing to one of the 20 largest accounting and consulting firms in the U.S. From 1998 to 2007 under Mr. Smart's leadership, the company enjoyed a compound annual growth rate of 40%. In 2002 with the hire of disenfranchised Arthur Andersen personnel, SMART offerings broadened to include business advisory and consulting ...