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:

Common Challenges in Family Office Operations and How Assessments Address Them

Common Challenges in Family Office Operations and How Assessments Address Them

The global surge in wealth has led to a proliferation of family offices and institutions dedicated to protecting and growing family wealth. At Cendrowski Corporate Advisors, we’ve observed that while these offices traditionally focused on wealth management, they now face increasingly complex operational challenges. From intricate tax and regulatory requirements to diverse generational expectations, family […]

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Risk Management Strategies For Family Offices

In this video, Harry Cendrowski tackles a crucial issue for family offices: the mitigation of risk. Listen in as he discusses strategies for a balanced approach that considers both immediate and long-term risks and how to navigate these complex challenges effectively.

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How To Choose Between In House and Outsourced Staff in Family Offices

Making informed decisions about internalizing versus outsourcing involves careful consideration of several factors to protect your family’s assets and ensure efficient, secure operations and that’s what Harry Cendrowski discusses in this video.

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