Grassi Finalist for Accountancy Team of the Year

Grassi, a leading provider of advisory, tax and accounting services, has been named a finalist for the STEP Private Client Awards in the Accountancy Team of the Year (midsize firm) category.

The awards will take place in London on September 19, 2024, and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisers. This year, there were a record number of nominations, with 373 submissions from 28 countries.

Grassi’s Private Client Services (PCS) professionals are skilled at addressing the unique aspects of family, business, estate and overall financial plans. Readily accessible and highly knowledgeable, the firm’s PCS advisors specialize in putting goals and dreams at the center of every service and solution it provides. Grassi’s high-touch services for individuals, family limited partnerships, family offices, real estate entities, and private foundations include tax planning; trust, estate and gift planning; bill pay and concierge services; business valuations; M&A due diligence; succession planning and retirement planning.

The STEP Private Client Awards, widely regarded as the epitome of quality within the private client industry, are open to entrants worldwide. These esteemed Awards have a rigorous judging process and up to five finalists in each category.

A complete list of all 2024 STEP Private Client Award finalists can be found here.