Family Offices face many challenges in today's environment, including globalization, tax exposure, risk management, new technologies, and expanding capital markets. Coupled wth various goals such as asset protection, succession planning, and philanthropic objectives, many Family Offices develop and strive to acieve 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 Eisner's full service capabilities, Eisner’s Personal Wealth Advisors Practice provides a comprehensive, integrated approach to multigenerational, multi-branch Family Offices to assist them in achieving their vision. Eisner’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.
Please view our brochure to learn more.
Family Office Services Brochure