Jacqueline Standorf

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JACQUELINE STANDORF

Supervisor, Family Office

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After school, Jacqueline moved back to her home state of Connecticut to begin her career as a tax accountant.  After spending some time at Big 4 and regional CPA firms focusing on high net worth tax compliance and planning, she joined a large financial institutional’s private family office where she was exposed to a fast pace multi-family office setting.  She enjoys being a client’s trusted advisor and helping them manage all aspects of their life.  She joined CDL in March 2016 as a supervisor in the Family Office department after relocating to Florida.

  • Areas of Experience

  • High Net Worth Individuals
  • High Net Worth Families
  • Individual Income Tax Compliance & Planning
  • Wealth Transfer Planning
  • Cashflow Management
  • Education

  • University of Dayton, Masters of Business Administration
  • University of Dayton, Bachelor of Science