Maggie Xie
- Partner, Eisner Advisory Group LLC
Contact
Maggie Xie is a Partner and a member of the firm's Outsourced Family Office Solutions practice. She graduated from Fairleigh Dickinson University with a master's degree in accounting and taxation. She has over fifteen years of experience in accounting, taxation, investment, and operational matters for ultra-high net worth families.
Maggie offers a one-stop approach for her high-net-worth clients' personal, family, and business financial management. She is focused on the clients' needs and dedicated to effectiveness and efficiency in financial transactions. Maggie works collaboratively with the client's financial advisors, legal counsel, and risk management professionals to comprehensively strategize transactions and optimize results. Her clients include hedge fund families, high-net-worth divorcees, equestrian families, and entrepreneurs.
Prior to joining the firm, Maggie was a Senior Manager at Caler, Donten, Levine, Cohen, Porter, and Veil, P.A. (CDL), a leading full-service accounting firm in Florida, before joining EisnerAmper. Maggie joined CDL in November 2014 as a Family Office Supervisor.
Specialties
- Family Office Services
- Ultra-High and High Net Worth Individuals
- Financial Reporting and Analysis
- Investment & Asset Reporting
- Charitable Giving Strategies
- Gift & Estate Tax Planning
- Equestrian Accounting
- Divorce
- Alternative investment accounting and reporting
Credentials & Education
- Certified Public Accountant (CPA)
- University of International Business & Economics (UIBE): BS, Accounting
- Fairleigh Dickinson University: MS, Accounting
Affiliations
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants