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EisnerAmper Wealth Management and Corporate Benefits

For high net worth individuals whose financial assets largely consist of the businesses they own, the path to liquidity is a complex one that requires planning and expert navigation. The business transitions that can unlock their wealth have both opportunity and risk attached to them and are typically influenced by very personal, highly individual objectives and concerns. EisnerAmper Wealth Management & Corporate Benefits LLC (“WMCB”) exists to provide business owners with the advanced financial planning they need to prepare for transitions, to maximize their return on investments, and to enjoy fully the rewards they’ve earned through years of effort.

The EisnerAmper WMCB multi-disciplinary team provides individual clients with a full range of financial planning solutions that integrate investment management, estate planning, asset protection and tax efficiency. Our clients are typically the owners of private or closely-held businesses. The catalysts for engaging us include a desire to coordinate effective planning strategies between personal and corporate goals; including personal financial and wealth management, planning for business transition, or corporate retirement plan strategies as well as maximizing corporate benefit programs.

In addition to working with successful business owners, EisnerAmper Wealth Management has a specialized division: “Women in Transition”. We work with the accountants, attorneys, and bankers who serve in this unique field. Notably, we offer a specialized set of resources to educate and empower clients of our ‘Women in Transition’ practice – including successful female business owners, widows and divorcées.

Our multi- faceted team of consultants is comprised of Certified Financial Planners, Certified Business Exit Consultants, registered investment advisors, licensed insurance advisors, and benefit-plan specialists. All of these consultants perform a detailed discovery to reveal what a client’s goals are and to create strategies to achieve them. Goals range from business succession and tax efficient estate transfer to Corporate Benefits including medical insurance and retirement plans. Personal investments and risk management are honed for optimal performance based on individual risks and time horizons. Clients turn to us for assessment, planning blueprints and implementation roadmaps, all customized to their particular objectives and tailored to their target time horizons. When the initial assessment has been shared with the client, our independent process helps determine the strategy which best serves their goals. We have the added value to turn to the specialized skills of our EisnerAmper LLP peers, including their Private Business Services and Tax practices group, when needed.

A key differentiator for WMCB clients is our ability not only to conduct thorough independent financial planning but also to implement that plan. This gives clients the critical information they need to align today’s decision-making with tomorrow’s needs. We keep clients well informed of relevant tax, investment, retirement and employee benefit developments through ongoing participation in industry associations such as the National Association of Board Certified Advisory Practices, the National Affiliation with Business Exit Consultants, and several other organizations focused on investing, insurance, and planning.

 

Securities offered through Comprehensive Asset Management and Servicing, Inc., (“CAMAS”) Member FINRA/SIPC
2001 Rt. 46, Ste. 506, Parsippany, NJ 07054, (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and CAMAS are unaffiliated.