Family Office Operational Assessments Services

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.

What Family Offices Can Learn from PE’s Low Cash Position

In this video, Harry Cendrowski talks about the delicate balance between portfolio allocations, valuations, and liquidity considerations, shedding light on the strategic challenges facing family offices in today’s investment landscape.

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Key Differences Between Family Office vs VC Funding

In this video, Harry Cendrowski discusses the strategic advantages and potential pitfalls of adopting distinct investment approaches in the ever-evolving landscape of private equity and venture capital.

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How US Family Offices Differ From Those Globally

Discover the nuanced landscape of global private equity investments as we delve into regional dynamics and investment strategies in this video, featuring Harry Cendrowski.

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Opportunities don’t happen, you create them. The same is true for well-informed business decisions.

How can we collaborate with you and your team?

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