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 & Service 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 Private 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.

Explore our managed services & expertise in:

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.

UPREITs: Unique Real Estate Investment Structures title on tax documents

UPREITs: Unique Real Estate Investment Structures

Real estate investors always seek opportunities to build, diversify, and maximize their property portfolios. One increasingly popular but complex structure – the UPREIT or umbrella partnership real estate investment trust – offers unique tax incentives for contributing property in exchange for ownership shares. But UPREITs require navigating intricate partnership agreements and tax considerations. This guide […]

Read More
woman calculating her business's value on her couch

Key Components of Business Valuation: Exploring the Methods and Approaches

Business valuation is crucial for establishing deal terms and pricing during mergers, acquisitions, or capital-raising activities. An objective company valuation provides the foundation for negotiations. When selling a business, owners want to maximize the sale price while minimizing tax implications. For potential buyers, smart deal pricing is essential. Accurately valuing a company is essential for […]

Read More
accounting papers that show business valuation

How To Calculate Business Valuation

Knowing your company’s worth provides critical insight for making strategic decisions and charting the optimal path forward. However, accurately valuing a business requires in-depth financial analysis using proven approaches. While quick online calculators can generate ballpark figures, serious leaders turn to the main valuation methodologies accepted by the finance community. Mastering these techniques helps set […]

Read More

Let's Collaborate

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?

Cendrowski Corporate Advisors needs the information you provide to us to contact you about our services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

* indicates required fields

Scroll to Top