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: