Advancing Your Total Asset Allocation Strategy

April 13, 2017

Managing personal and family wealth can be a daunting task. Tax exposure, investment and business risk, and a multitude of other uncertainties can present significant stumbling blocks. At EisnerAmper, our professionals are focused on the issues that need to be faced today to work toward a successful tomorrow.  

Our approach is to help you ensure that all facets of protecting, preserving, and improving your financial status are addressed using an integrated process. We employ an independent and objective fee-based process to understand your unique goals, assess your current and forecasted balance sheet and cash flow components, and construct a plan that helps you meet your objectives. With our multi-disciplinary accounting, audit, and tax advisory service capabilities, we utilize our resources to serve your business and personal investment needs.  

In this podcast, Tim Speiss addresses the most common assets found in most portfolios and then segues into a discussion about the importance of conducting an asset allocation review. The key issue is that an asset allocation strategy needs to be developed that takes into account changes in an individual’s requirements such as risk tolerance, income needs and asset growth expectations. A timely examination of these requirements is the key take away.



About Marie Arrigo

Marie Arrigo is a Tax Partner and Leader of the Family Office Tax Services Practice within the Private Client Services Group which provides tax consulting and compliance services to family offices, individuals, trusts and estates, and closely held businesses.

About Timothy Speiss

Timothy Speiss is a Tax Partner in the Private Client Services Group and Vice President of EisnerAmper Wealth Planning LLC. He chairs our Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares.

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