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Personal Wealth Advisors

PAM Awards 2016 Winner

As personal wealth advisors, we recognize that the financial objectives and concerns of high net worth individuals -- and the entities that represent them -- are often quite specialized. Business owners may have financial investments inseparable from their company’s operations. Trusts and private foundations face questions of asset protection as well as federal and state tax law interpretation. Family office members frequently confront the difficult challenges of succession planning and the underlying operational structures. Corporate executives, especially in-pats and ex-pats, are faced with extraordinarily complex global tax filing requirements, often involving international tax treaties.  Alternative families may need to rework estate and asset ownership agreements to reflect updates in legal status. EisnerAmper’s Personal Wealth Advisors Group helps these clients reduce tax liabilities, identity and take advantage of all the tax efficiencies available to them, and develop ongoing tax strategies for lasting benefit.

Our clients are high net worth individuals, family offices and fiduciaries, for whom we provide tax preparation, wealth management, financial planning, and advisory services including valuation and international wealth management. We specialize in the needs of family offices, private foundations trusts and estates; notably, we also serve the financial planning needs of LGBT individuals and alternative families.

While clients count on us for basic tax preparation; federal, state, and international tax compliance; and year-end tax planning, EisnerAmper’s differentiating characteristic is our independent, objective-based process designed to construct personalized wealth management plans which we then integrate into our clients’ forward-looking strategies. For our personal wealth advisory clients, this can include strategies related to investment planning and capital gains, tax-efficient charitable giving and trust and estate planning, asset protection, education funding, succession planning or cyber security assessments for family-owned or closely held businesses, and retirement planning or distributions from qualified plans and IRAs. Moreover, EisnerAmper Personal Wealth Advisors deliver a broad array of industry-specific expertise, including real estate and alternative investments, as part of the integrated suite of the services we offer our clients.