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

Back Office Support Services for Family Offices

Cendrowski Corporate Advisors provides Family Office back office support services that permit business owners to concentrate on their core operations, minimizing administrative costs and ensuring data integrity.

Transferring responsibility for these activities to a back-office support team prioritizes timely and accurate information, allowing Family Offices, including business owners and entrepreneurs, to:

  • Focus on philanthropic efforts and company operations
  • Assimilate all necessary information for company leaders, reducing the need to โ€œchase informationโ€
  • Increase Family Office and business owner confidence in financial reporting and portfolio company valuation
  • Streamline financial transactions and facilitate third-party control on the movement of funds

Back Office Support Services

Businesses and families call on Cendrowski Corporate Advisors for a wide range of back-office support services, including:

  • Financial Reporting: Detailed financial reporting, including profit and loss statements, balance sheets, and tax returns
  • General Accounting: Bookkeeping functions, posting journal entries, account reconciliations, preparation of financial statements, and management of operating cash
  • Capital Accounting: Tracking cash flow, maintenance of investor accounts, and calculations and tracking of distributions
  • Tax Strategy, Planning, and Preparation: Tax strategy and consulting, including IRC 1202/small business stock gain exclusion,ย  and tax representation, when needed
  • Business Valuation: ASC 820 compliant business valuations (formerly FAS 157) for tax strategy, sale, purchase, and other requirements
cendrowski shorts

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 […]

Read More

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 […]

Read More
cendrowski shorts

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

Read More

Let's Collaborate

Opportunities donโ€™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