CONTACT US
Your risk tolerance helps assess your balance sheet, cash flow and portfolio of asset allocation to determine accounting, audit, and tax services.

Advancing Your Total Asset Allocation Strategy

Managing personal and family wealth can be a daunting task. Tax exposure, investment and business risk, and a multitude of other uncertainties can present significant stumbling blocks. At EisnerAmper, our professionals are focused on the issues that need to be faced today to work toward a successful tomorrow.  

Our approach is to help you ensure that all facets of protecting, preserving, and improving your financial status are addressed using an integrated process. We employ an independent and objective fee-based process to understand your unique goals, assess your current and forecasted balance sheet and cash flow components, and construct a plan that helps you meet your objectives. With our multi-disciplinary accounting, audit, and tax advisory service capabilities, we utilize our resources to serve your business and personal investment needs.  

In this podcast, Tim Speiss addresses the most common assets found in most portfolios and then segues into a discussion about the importance of conducting an asset allocation review. The key issue is that an asset allocation strategy needs to be developed that takes into account changes in an individual’s requirements such as risk tolerance, income needs and asset growth expectations. A timely examination of these requirements is the key take away.

 

 

Have Questions or Comments?

If you have any questions about this media item, we'd like to hear your opinion. Please share your thoughts with us.

* Required

Marie Arrigo is a Tax Partner and Co-Leader of the Family Office Services Practice for the Personal Wealth Advisors Group which provides tax consulting and compliance services to family offices, individuals, trusts and estates, and closely held businesses.

Timothy Speiss is the Partner-in-Charge of EisnerAmper's Personal Wealth Advisors Group and Vice President of EisnerAmper Wealth Planning LLC. He chairs our Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares.