Family Office of America Corp
Partnering with CPA’s
Overview
FOFA is a newly publicly traded company(FOFA) Our goal is to invest in the verticals to provide family office services including CPA’s, Wealth Management professionals' estate planning, lenders, attorneys, etc.
Structure
FOFA desires to purchase a minority or as much as 100% of a CPA practice. The CPA practice would participate in the profitability of the family office structure.
Benefit to the CPA Entity
A massive number of CPA’s are expected to retire over the next 10 years, estimated to be 70%.
FOFA provides a succession plan and a very attractive path. Our structure is attractive for CPA’s wishing to grow as well as those looking to retire. FOFA’s philosophy is to be professional, respectful, fair, and helpful.
Family Office of America
Executive Team
Patrick Adams, CFA, CEO
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Patrick Adams, CFA, the CEO, has been Managing money since 1985, Mr. Adams prior experience includes serving as Chief Investment Officer and portfolio manager for the Berger Mutual Funds, and as a portfolio manager for Kemper and the Dreyfus/Founders mutual funds. Adams was recognized as having an outstanding long-term track record at multiple large mutual fund families. Under Mr. Adams’ leadership, Berger Funds was recognized by Mutual Fund magazine as one of the nation’s best performing Fund Company for multiple years. The Founders Balanced fund was the top ranked performing balanced fund for three years under his management and Barron’s magazine recognized Pat as having “All the Right Moves” and “Perfect Timing”. Patrick’s education includes an MBA from Xavier University and a BS from Ohio State University in both accounting and finance.
Rico Conte, Director of Acquisitions
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Rico Conte, the Director of Acquisitions, began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive, he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then added operational experience as CEO of a 300-store retail chain which he co-founded, navigated through two equity rounds as a private company, and managed the IPO process. Rico received a Bachelors of Business Administration from Rider University, a Masters in Business Administration from University of Phoenix, and a Masters in Banking and Finance from Boston University.
Jill Brickel, CPA, PFS, Personal Financial Specialist
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Jill Brickel, CPA, PFS (Personal Financial Specialist), is the firm’s Chief CFO for Family Office Customers. Jill focuses on tax consulting, tax planning, estate and financial planning, comprehensive accounting and tax services. Jill has worked in public accounting since 1993, beginning her career with Big Six accounting firm, KPMG Peat Marwick, LLP in the National tax practice in Washington, D.C. Jill performed audit engagements for Not-For-Profit and commercial clients, as well as corporate recovery consulting services in a Litigation Support Group. She also worked on complex real estate partnership tax returns. She continued with KPMG and Price Waterhouse, LLP in the South Florida area, where she primarily worked in the Entertainment and Communications divisions in both firms, focusing on tax research and tax compliance for Fortune 500 companies. During her tenure, Jill obtained experience in preparing individual, trust, partnership, and large consolidated corporate tax returns. Jill obtained her Master of Science in Accounting degree, with a specialty in Taxation, as well as a Bachelor of Science in Accounting from the University of Florida. After completing the accelerated program for both degrees in 1993, Jill became a Certified Public Accountant in 1994.
Sam Mansoor, Chief Legal Officer
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Sam Mansoor, Esq. the Chief Legal Officer, is a Master Certified Estate Planning Attorney, and does much more than prepare your estate documents – he operates as your virtual family office, holding regular meetings and teaming up with industry professionals. Our strategic alliances with financial managers and certified public accountants help us build more comprehensive and effective estate plans.
Robert O’Braitis, Board Advisor
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Robert O’Braitis serves as an Advisor to the Board and is an elite private wealth manager located on the East Coast. He offers a comprehensive range of financial services, including wealth asset management, life and annuity services, CPA support, trust services, legal assistance, and property-casualty insurance.
Jerry DeCiccio, Financial Controller
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Jerry DeCiccio serves as the Financial Controller with over 35 years as finance officer at public companies, as well as Big 4, start-up, small and large-cap accounting and operating experience.