Todd Kesterson

Todd Kesterson leads Kaufman Rossin's Family Office Group. He provides accounting, tax, and business consulting services to high-net-worth individuals and family offices.

Todd has over 25 years of experience in public accounting, family office services, wealth advisory, and general business operations with a focus in the financial services industry. His expertise includes family business consulting, investment analysis, estate and business planning, internal controls and risk aversion, and budgeting and cash management.

Todd served as president and chief financial officer for the private wealth management office of a high-net-worth Dallas family for nearly 15 years. In that role, he was involved with all aspects of the family’s business and personal affairs including wealth transfer and tax planning, public and private investing, accounting and reporting, forecasting, asset protection and risk management, HR, and private foundation operations and compliance.

In addition, Todd advises executives, business owners, private investors, fund managers, retirees, and entertainment professionals on lifestyle management and manages their personal financial affairs. He also consults on family office creation and with existing family offices regarding operations, internal controls, and best practices.

He is a Certified Public Accountant in Texas and Florida and is a member of the Texas Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Todd is a frequent speaker at seminars and workshops related to wealth management for high-net worth individuals and has written numerous articles for professional publications.

Todd earned his bachelor’s degree in accounting and master’s degrees in accounting/taxation from the University of North Texas.