See how EisnerAmper supports more than 175 families with personalized, concierge-style experience through automation.

For family offices, the challenge isn't just volume—it's maintaining a white-glove experience while managing complexity.

Join us as we sit down with Melanie Satisky (COO) and Richard Root, CPA (Director of Family Office Services) at EisnerAmper.

You’ll learn how to:

  • Analyze workflows to shift from manual fragmentation to automation that frees time for concierge-level services.
  • Implement robust internal controls to mitigate fraud and maintain transparency for HNW family members.
  • Apply standardization principles and AI to manage high-volume processes like W-9 collection for complex entities without sacrificing transparency and control.
  • Deploy mobile-first, self-serve technology to deepen relationships with younger and next-generation wealth holders.

Bonus:

Don't skip the 20-minute product walkthrough to get a guided look at the BILL platform, including technology that powers EisnerAmper's biggest game changers for automated bill pay service. Explore key processes and features that streamline the AP lifecycle, including invoice workflows and customizations, the BILL mobile apps, and vendor management.

In this short session, we'll dive into real examples, including:

  • How standardized AP workflows run in BILL for high-volume, high-scrutiny environments
  • Mobile approvals and on-the-go visibility for busy family members
  • The BILL W-9 Agent, which autonomously emails vendors to collect and enter W-9s, eliminating over 80% of the manual steps involved

Meet the speakers

Meet the speaker

Melanie Satisky
Chief Operating Officer (COO)

Melanie Satisky has more than 30 years of experience in accounting across both the public and private sectors, with additional leadership experience in information technology and family office roles. Melanie currently serves as Chief Operating Officer for Family Office Services, where she oversees operations, controls, and technology-enabled processes that support high‑net‑worth families with efficient, secure, and scalable service delivery.

Meet the speakers

Melanie Satisky
Chief Operating Officer (COO)

Melanie Satisky has more than 30 years of experience in accounting across both the public and private sectors, with additional leadership experience in information technology and family office roles. Melanie currently serves as Chief Operating Officer for Family Office Services, where she oversees operations, controls, and technology-enabled processes that support high‑net‑worth families with efficient, secure, and scalable service delivery.

Richard Root
Director - Family Office Services

Richard Root is a Director in the Family Office Services practice, within the firm’s Outsourced Services Group. He has more than 30 years of experience providing comprehensive services to ultra-high-net-worth individuals, corporate executives, and institutional clients. Richard has hands-on experience operating all aspects of managing a personal services business. He also specializes in providing outsource CFO and family office services to clients.

Meet the speakers

Melanie Satisky
Chief Operating Officer (COO)

Melanie Satisky has more than 30 years of experience in accounting across both the public and private sectors, with additional leadership experience in information technology and family office roles. Melanie currently serves as Chief Operating Officer for Family Office Services, where she oversees operations, controls, and technology-enabled processes that support high‑net‑worth families with efficient, secure, and scalable service delivery.

Richard Root
Director - Family Office Services

Richard Root is a Director in the Family Office Services practice, within the firm’s Outsourced Services Group. He has more than 30 years of experience providing comprehensive services to ultra-high-net-worth individuals, corporate executives, and institutional clients. Richard has hands-on experience operating all aspects of managing a personal services business. He also specializes in providing outsource CFO and family office services to clients.

Register for the webinar

Register Now
National Registry of CPE Sponsors logo