Family Office Technology Solutions

EisnerAmper’s Family Office Solutions practice has a deep expertise working with single, multi-family, and outsourced family office clients across the globe. We know and understand the top concerns of family offices and have created EisnerAmper’s Family Office Technology Solutions to provide essential solutions to streamline your business, making it safer and more efficient in a digital world – shepherded by your trusted advisors. We will work with you to implement technology solutions that are flexible enough to meet the needs of your family office now and evolve with you into the future. Together, we will create a prioritized transformation roadmap that includes people, process, and technology aligning with your strategic goals and initiatives.

Leveraging technology can help streamline and integrate core accounting, partnership, investment, and reporting operations as well as automate functions such as bill pay.  Technology can also improve collaboration with third parties.    

Your transformation journey will provide transparency and enable you to make real time data-driven decisions.

System Review and Automation

Our team works with you to identify areas of unnecessary manual labor and inefficiencies within your family office. Once those areas are identified our team offers recommendations for what processes can be accelerated through automation or improved by leveraging technology solutions. Family offices can rely on automation to streamline the many processes related to organizing, filing, and sharing the financial, personal, and administrative information of multiple entities. Learn more here.

Software Selection and Implementation

After assessing your software needs, we will evaluate applicable software options that line up with your goals. We will then guide you and your team through demonstrations analyzing each software to help you find the best fit for your family office such as general ledger software, account aggregation software and bill pay software. Together we will create a detailed project plan for your software transformation.  EisnerAmper will serve as your point of contact through the entire onboarding process including comprehensive business requirement gathering, data validation, and reporting procedures.

Security and Privacy Review

The knowledge that your business and the people it employs are technologically secure is invaluable. Our service identifies your current IT gaps as well as the financial impacts of those gateways. Whether you have an in-house IT team or outsourced IT arrangement, we have an exclusive tool to demonstrate the IT risk and associated financial implications in an easy-to-use dashboard. Learn more here.

Reporting and Maintenance 

To further enhance the value of your updated system, we provide our clients with monthly custom reporting, asset valuations and reconciliations, and software training -- as well as software maintenance, as needed -- to optimize your team’s experience.