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.