Family Office
EisnerAmper Launches Family Office Tech Solutions Offering
The new offering is designed for single-family, multi-family and outsourced family offices.
EisnerAmper. a
provider of accounting, tax and consulting services which
includes wealth management and private client work among its
business areas, has launched a family office tech solution
offering.
Designed for single-family, multi-family and outsourced family
offices, this service helps family offices create protected and
efficient systems for both the short- and long-term, the US firm
said yesterday.
Family Office Technology Solutions focuses on four areas: System
review and automation; software selection and implementation;
security and privacy review; and reporting and maintenance.
The new service was created across three EisnerAmper practices:
family office solutions, EisnerAmper Digital, and the enterprise
technology and information group.
“In a digital world, family offices must have systems in place
and maintain proper governance to provide meaningful data as well
as safeguard assets and sensitive data. Our family office
technology solutions team has the experience and, more
importantly, the understanding of the unique challenges family
offices face,” Glenn Aigen, managing director of the family
office solutions practice said.
In early January the firm appointed Danielle Barrs as the
director of ESG strategic solutions. In January last year it
appointed Susan N Dupuis as a principal in its personal wealth
advisors group.