Personal Wealth Advisors

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As personal wealth advisors, we recognize that the financial objectives and concerns of high-net-worth individuals—and the entities that represent them—are often quite specialized. Our Personal Wealth Advisory (PWA) clients are comprised of high net worth individuals, including athletes & entertainers, as well as family offices and fiduciaries for whom we provide tax preparation, international wealth planning, and expatriate and inpatriate tax services. PWA also offers outsourced family office services, including, but not limited to, our unique household employee tax service, NannyTax. Additional advisory services under the PWA umbrella include private foundations trusts and estate planning, as well as financial planning for LGBT individuals and alternative families

EisnerAmper’s Personal Wealth Advisors Group helps these clients reduce tax liabilities, identify and take advantage of all the tax efficiencies available to them, and develop ongoing tax strategies for lasting benefit.

While clients count on us for basic tax preparation; federal, state, and international tax compliance; and year-end tax planning, EisnerAmper’s differentiating characteristic is our independent, objective-based process designed to construct personalized wealth management plans, which we then integrate into our clients’ forward-looking strategies. Moreover, EisnerAmper Personal Wealth Advisors deliver a broad array of industry-specific expertise, including real estate and alternative investments, as part of the integrated suite of the services we offer our clients.

EisnerAmper’s Personal Wealth Advisory services include strategies related to:  

  • Investment Planning and Capital Gains
  • Tax-Efficient Charitable Giving
  • Trust and Estate Planning
  • Asset Protection
  • Education Funding
  • Succession Planning
  • Cybersecurity Assessments
  • Retirement Planning