Outsourced Family Office Solutions

EisnerAmper’s Outsourced Family Office Services can fill your need for experienced oversight of your internal accounting and tax departments, or we can be your hands-on alternative to maintaining an internal accounting department. We can function as your CFO so you can focus on growing your business.

Our team of dedicated professionals has a depth and breadth of skills specific to family offices. We collaborate with you to learn your short- and long-term needs, goals and concerns. The result is a holistic strategy that allows you to effectively mitigate risk and leverage opportunities.

EisnerAmper’s comprehensive suite of service offerings can cover your personal and business transactions. Check out our full menu of advisory, accounting and technology services.

Advisory Services

  • CFO/controller services
  • Customized asset allocation, cash flow, balance sheet, and cash management reporting
  • Document review
  • Financial planning
  • Human resources
  • Real estate and financial investment and advisory

Accounting Services

  • Bill paying
  • Cash management and banking oversight
  • Forecasting and modeling
  • General ledger maintenance
  • Insurance coordination
  • Employee and household payroll management
  • Wire transfers and check writing

Family Office Technology Solutions

  • System Review & Automation
  • Software Selection & Implementation
  • Security & Privacy Review
  • Reporting & Maintenance