Announcing our new partnership with Prosperity Partnersโ€”find out how this exciting collaboration benefits you!

Outsourced Family Office Tax 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.

Comprehensive Tax Management Services for Family Offices

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:

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Crafting the Ideal Family Office Board 3 Essential Strategies

  Want to build a more effective family office board? Here’s why diversity of perspective matters. In my latest video, I break down why your board needs more than just the usual suspects. The key? Independent voices who bring multifaceted experience from banking, other family offices, and broad business exposure. Watch to learn why the […]

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GGI Tokyo Conference: Driving Innovation in Trust & Estate Planning

Cendrowski Corporate Advisors is proud to highlight the impactful role of our founding member, Harry Cendrowski, at the GGI Tokyo Conference. As Global Chairperson of the Trust & Estate Planning Practice Group, Harry presented “Planning for Estate Savings Techniques on Sale of Business,” offering innovative strategies to minimize estate taxes and preserve wealth during business […]

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Tailored Training for Next Gen Development in Family Offices

  ๐ŸŒฑ The ‘one-size-fits-all’ approach to next-gen development? It doesn’t work. Just shared my insights on creating tailored training programs that acknowledge each family member’s unique learning style and strengths. Discover how to build a dynamic development system that evolves with your next generation. #FamilyOffice #Adviso

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Let's Collaborate

Opportunities donโ€™t happen, you create them. The same is true for well-informed business decisions.

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