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Family Office Solutions

EisnerAmper’s Family Office Solutions team help clients with the many challenges they face, including globalization, tax exposure, risk management, new technologies, and expanding capital markets.

We assist clients with goals such as asset protection, succession planning, and philanthropic objectives.

We provide:

  • Back-office accounting and administrative staff support
  • Technology solutions
  • Investment fund accounting services
  • Tax compliance
  • Cash management services
  • Assistance with technology disaster recovery and business continuation safeguards
  • Internal control and risk management reviews
  • Diligence prior to committing to a portfolio investment.

Family Office Solutions includes a comprehensive, integrated approach to multi-generational, multi-branch family offices by assisting in achieving their financial goals. EisnerAmper’s approach and expertise can be delivered to the U.S. and global marketplace, offering traditional accounting, tax, and advisory services to individuals and family offices and related middle market businesses and the public markets.

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Outsourced Family Office Solutions

EisnerAmper Outsourced Family Office Solutions delivers a broad array of services to family office including CFO and controller services, financial planning and real estate and financial investment and advisory.

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Family Office Technology Solutions

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.

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2023 Personal Tax Guide

Minimize you Tax Exposure