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Family Office Technology Solutions

EisnerAmper’s Family Office Technology Solutions has a deep expertise working with single, multi-family, and outsourced family office clients across the globe. Providing you transparency and enabling you to make real time data-driven decisions.

We know and understand the top concerns of family offices and have created EisnerAmper’s Family Office Technology Solutions to help streamline your business – making it safer and more efficient in a digital world. We work with you to implement technology solutions that are flexible to meet the needs of your family office now and evolve for 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, and improve collaboration with third parties.

System Review and Automation

Our team works with you to identify areas of inefficiencies within your family office and offer recommendations for what processes can be accelerated through automation or improved by leveraging technology solutions. This automation can streamline organizing, filing, and sharing the financial, personal, and administrative information of multiple entities.

Software Selection and Implementation

After assessing your software needs, we will evaluate options that line up with your goals and find the best fit for your family office such as general ledger software, account aggregation software and bill pay software. 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. 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.

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 (and software maintenance, as needed) to optimize your team’s experience.

Foundations for the Future

Real Estate Family Stewardship

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