Family Office Advisory

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.

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.

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.

John Alfonsi and 2023 Mid-market Deal Maker Symposium

John Alfonsi Panelist at the 2023 Mid-Market Deal Makers Symposium

Join us in congratulating John Alfonsi on being selected as a Panelist at the 2023 Mid-Market Deal Makers Symposium on January 10th – 13th. This year’s exclusive symposium for Deal Makers members will be held at the luxurious SLS South Beach in Miami, Florida. Deal Makers members are coming together for networking, education, and fun. […]

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GGI World Conference Recap

GGI World Conference Recap

Attending GGI World Conference is just one way we expand our knowledge. We also broaden our access to an extensive network of expertise and contacts through GGI Global Alliance. That opens a world of resources to benefit you. Harry Cendrowski attended Montreal’s GGI World Conference as global chair of the GGI Trust & Estate Planning […]

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GGI World Conference Recap

October 2022 Smart Business Dealmakers Conference: Chicago

Join Harry Cendrowski on Wednesday, October 12, 2022 at the SMART BUSINESS Dealmakers CONFERENCE in Chicago. Cendrowski Corporate Advisors returns to this fall conference as a sponsor and host committee member. In a session presented by Cendrowski Corporate Advisors and Alex. Brown (a division of Raymond James), Harry moderates a lively discussion on creating liquidity […]

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