Outsourced Family Office Services

Cendrowski Corporate Advisors provides outsourced Family Office services that enable our clients to focus on their business and philanthropic interests. Our responsive tax and accounting specialists oversee internal financial operations and create custom solutions, so families can invest their time doing what matters most to them.

Our professional accounting staff provides support for all manner of accounting and tax functions, including financial reporting, tax compliance, and maintenance of tax basis records, either on an outsourced basis or as a special project. Clients count on us to manage:

  • Back-office accounting and tax staff support
  • Tailored family financial strategies and policies
  • Philanthropic planning and administration
  • Family governance and succession planning

We also periodically reassess operations to ensure the Family Office is operating efficiently and effectively.

Our experienced oversight of existing accounting and tax departments can serve as an alternative to investing in a full-time leader for the internal team. When needed, one of our trusted advisors can also function as an interim CFO, helping to analyze current risk and leverage opportunities for the Family Office and the organization.

Explore our expertise in:

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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