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Steven Zbar

  • Director, Eisner Advisory Group LLC
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Steven Zbar is a director in the Family Office Services practice within EisnerAmper's Outsourced Services Group. With nearly 20 years of experience serving ultra-high-net-worth individuals and families, he specializes in outsourced CFO and family office services, providing comprehensive financial oversight and infrastructure tailored to clients' complex needs.

Steven has experience overseeing financial reporting, budgeting, long-term projections, cash-flow forecasting, accounting, and accounts payable for complex family office structures. His experience includes managing financial operations for more than 20 entities, including individuals, trusts, partnerships, and a foundation. He also has experience in investment and returns analysis, compliance oversight for private operating foundations, and coordinating with tax advisers, attorneys, financial services and insurance providers, auditors, technology and property management professionals, and other vendors.

Prior to joining EisnerAmper for his current tenure, Steven served as an in-house controller for a private family office. He began his career at EisnerAmper as an auditor and later worked in the firm's Family Office Services Group. 

Specialties

  • Outsourced CFO Services
  • Family Office Services
  • Financial Reporting & Accounting
  • Budgeting & Long-Term Projections
  • Cash-Flow Forecasting
  • Investment & Returns Analysis
  • Multi-Entity Financial Management
  • Foundation Compliance Oversight.

Credentials & Education

  • Certified Public Accountant (CPA)
  • Certified Financial Planner™ (CFP®)
  • UMass Amherst, Isenberg School of Management: BBA, Accounting

Affiliations

  • American Institute of Certified Public Accountants (AICPA)

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