Family Office Operational Assessments

Family Offices are entrusted with financial assets, along with the family’s safety, privacy, and reputation. A robust internal control structure is critical to security.

Why Do You Need an Operational Assessment?

The services provided by the Family Office naturally evolve, and internal controls also develop over time with personnel changes, technology innovations, and the relative size of the Family Office. As these changes occur, operations must be regularly evaluated, and policies and procedures updated as needed.

Conducting Assessments of Current Business Operations

Cendrowski Corporate Advisors is frequently engaged by Family Offices to conduct assessments of current office operations. These assessments provide an objective view of the current policies and procedures and result in recommendations that improve the efficiency and effectiveness of the operation in both the short and long-term.

Our specialists understand the nuts and bolts of financial processes and the control points that must be met to help ensure positive outcomes. We can rapidly assess the state of controls and make recommendations to improve the performance of your Family Office. Strong internal control structures give family members confidence that operations are efficient and management has the best information to make crucial decisions.