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Trusted Experts

We are a private financial services company with headquarters in Cleveland, Ohio. Parkwood was created to provide investment, accounting, tax, legal and estate planning services for our clients and the Jack, Joseph and Morton Mandel Foundation.

The Parkwood team includes experts across a wide range of disciplines, including lawyers, Certified Public Accountants (CPAs) and Chartered Financial Analysts (CFAs).

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Our goal is to find and promote the right people, treat everyone with respect, and commit to flawless execution.

Investments

The Parkwood investment department is responsible for sourcing, evaluating and monitoring external asset managers and internally managed strategies.

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Accounting

The Parkwood accounting group is responsible for providing accurate and timely financial information and financial reports, implementing a strong internal control structure, and applying accounting policies and procedures that comply with generally accepted accounting principles.

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Taxes

The mission of the Parkwood tax group is to ensure that Parkwood and its clients are in compliance with federal, state, local and international tax laws.

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Legal

The mission of the Parkwood legal group is to fulfill the legal needs of Parkwood and its clients.

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Estate Planning

Estate planning at Parkwood provides families with guidance regarding personal and financial affairs.

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Parkwood Trust Company

Parkwood operates a wholly owned private trust company based in Wilmington, Delaware.

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Financial & Legal Services