Family Office Advisory Services

Families and individuals having great wealth face increased complexities and day-to-day responsibilities for managing assets and potentially complicated financial affairs. In most cases, there is a vital need for professional management of finances to achieve a wealthy individual’s desired objectives.

Many wealthy individuals do not have the time to manage their broad range of resources. They are busy with business, philanthropic, and family commitments. Even individuals who successfully manage their financial affairs may have concerns about continuity of management in the event of their illness or death. It’s not unusual that others in the family don’t possess the specific skills to take over the spectrum of management responsibilities effectively. These are situations where a Family Office can prove to be an invaluable resource.

Tailoring Innovative Strategies for Your Family

Each family’s circumstances and priorities are unique, so our family office advisors apply state-of-the-art business processes and concepts to tailor innovative strategies for managing each family’s particular resources, helping our clients meet both their overall needs and the family’s financial goals.

The Family Office must develop appropriate risk management processes to help steward the office through changing conditions as a long-term venture. These procedures need to encompass both operational level and strategic risk.

Family Office risks involve and can include:

Personnel changes
Changing market conditions
Changing family priorities
Changing investment strategy

A vital Family Office adapts to these changes and maintains an overall focus on stewardship.

Many Family Offices invest in real estate and private equity or make direct investments in operating companies. We have worked with Family Offices in these investment areas for years and understand the risks and the upside to each of these investment choices. Cendrowski Corporate Advisors provides a full range of services to support investments in these alternative structures.

Since we serve Family Offices, private equity funds, and real estate investors, we provide a single source of insight into trends and risks across industries and investment vehicles.

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Our Approach to Family Office Advisory

All of our client relationships start with a foundation of trust. Our Family Office advisors work with your family to determine what’s most important to you. With 35+ years working with high net worth families, we’re well-versed in implementing new plans, improving existing strategies, and supporting the Family Office structure.