Family Office Solutions

Family offices face many challenges in today's environment, including globalization, tax exposure, risk management, new technologies, and expanding capital markets. Coupled with various goals such as asset protection, succession planning, and philanthropic objectives, many family offices develop and strive to achieve a vision for the family via long-term strategic planning. We also provide back office accounting and administrative staff support and technology resources, investment fund accounting services, tax compliance, cash management services, assistance with technology disaster recovery and business continuation safeguards, internal control and risk management reviews, and helping our clients conduct diligence prior to committing to a portfolio investment.

As part of EisnerAmper's full service capabilities, EisnerAmper’s Private Client Services Group provides a comprehensive, integrated approach to multigenerational, multi-branch family offices to assist them in achieving their vision. EisnerAmper’s approach utilizes a platform by which appropriate 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.

Recommended For You

Blogs Tax Trends and Considerations for Family Offices

Blogs Cybersecurity: How Safe Is Your Family Office?

Blogs Family Office Technology Solutions: How Information Facilitates Family Cohesion

Solutions InSight

Transform, Build, Innovate and Connect

“EisnerAmper” is the brand name under which EisnerAmper LLP and Eisner Advisory Group LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. EisnerAmper LLP is a licensed CPA firm that provides attest services, and Eisner Advisory Group LLC and its subsidiary entities provide tax and business consulting services.

“EisnerAmper” is the brand name under which EisnerAmper LLP and Eisner Advisory Group LLC provide professional services. EisnerAmper LLP and Eisner Advisory Group LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. EisnerAmper LLP is a licensed independent CPA firm that provides attest services to its clients, and Eisner Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Eisner Advisory Group LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the EisnerAmper brand are independently owned and are not liable for the services provided by any other entity providing services under the EisnerAmper brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by EisnerAmper LLP and Eisner Advisory Group LLC.