Platform Accounting

Platform Advisors Adds Family Office Services

Salt Lake City, June 20, 2024

Platform Advisors, the professional services arm of Platform Accounting Group, announced the addition of Platform Family Office Advisors.

Based in Encino, California, Platform Family Office Advisors specializes in concierge-style financial services and management for clients in the entertainment industry, athletes, and high-net worth individuals. For nearly 40 years, they have successfully provided business, personal and family financial management tailored to individual needs and lifestyles.

“This is a very exciting time for the next chapter of our business,” said Steven Berson, director of Platform Family Office Advisors and former principal of Berson Financial Group. “We pride ourselves on our commitment to detail, understanding each individual client’s needs and desires, and our whole-client approach. Now as part of Platform we have access to a network of best-in-class advisors across a variety of fields who can provide specialized advice and collaboration, so our clients can continue to focus on their passions and know their financial lives are in expert hands.”

Platform Accounting Group acquires and supports boutique accounting and professional services teams across the country, with 28 locally-branded firms. Platform Advisors provides those local clients and the broader Platform network access to specialized expertise and a myriad of professional services, including specialty tax, wealth management, technology consulting and more. With the addition of a multi-family office with deep expertise in serving high-net worth clients, it continues to grow its ability to ensure our clients can get everything they need within the Platform group

About Platform

Platform is a professional services organization created to preserve the dynamics of small firm cultures while incorporating the technology and connectedness of the 21st century. We offer local professional services teams enterprise-grade resources, capabilities and support so they can focus their time and energy on personal, high-touch relationships with their clients. Find out more at