EisnerAmper

EisnerAmper is a global business advisory and CPA firm whose engagement with family offices sits within a broader financial services practice that covers private equity, hedge funds, and investment advisers. The firm has written substantively on family office regulatory classification under the Investment Advisers Act, including the exemption criteria under Dodd-Frank and the SEC scrutiny that followed the Archegos Capital collapse. This positions EisnerAmper as a firm that advises family offices on where their regulatory boundaries sit, rather than a firm that manages wealth directly.

For family office principals and their advisers, the relevant service lines include:

• Tax planning, compliance, and estate planning for family wealth structures
• Audit and assurance services for investment entities including private fund managers
• Regulatory compliance guidance around SEC examination priorities and fee/expense allocation practices
• Outsourced accounting and finance functions
• Trust and estate advisory

EisnerAmper's financial services practice publishes detailed technical guidance on fair value disclosure requirements (including ASC 820 changes affecting private fund investors), SEC enforcement trends, and conflicts of interest governance for investment advisers. This depth of regulatory and accounting knowledge is the primary reason a family office COO or general counsel would engage the firm. The trade-off is that EisnerAmper is a large multi-industry firm with more than 4,700 colleagues and 475 partners: family office clients receive specialist attention within a broad practice, not from a firm built exclusively around private wealth. Pricing is not disclosed publicly, and engagements are structured on a project or retainer basis depending on the service line. Offices span multiple US states including Alabama, Georgia, Texas, Ohio, and California, following recent mergers.

• Tax planning and compliance for family wealth structures
• Audit and assurance for private funds and investment entities
• Regulatory compliance advisory for investment advisers and family offices
• Outsourced accounting and finance functions
• Trust and estate advisory
• Fee and expense allocation governance for private fund managers

• Family office regulatory classification and SEC exemption analysis
• Fair value measurement and ASC 820 disclosure guidance
• Fee and expense allocation best practices and compliance frameworks
• Tax guide for family wealth planning (updated annually)
• Outsourced accounting and cloud accounting services
• Audit and agreed-upon procedures for investment companies
• Trust and estate income tax compliance
• Regulatory examination preparation for private fund managers

Built for Single Family Office (SFO), Multi Family Office (MFO), Fund Managers, Finance / Accounting Teams.