Consultation and financial advice for family offices

CohnReznick offers ongoing technical and advisory expertise, putting us in a unique position in serving the investment and operational activities of family offices.


With a wide purview of of financial, operational, and market issues, we enable family offices to maximize value, plan for future generations, and mitigate risk. Our approach is supported by an extensive network across key industry sectors and is focused on owner-operated and private equity controlled companies.


As a family office grows in size and complexity, successful risk management becomes more critical. CohnReznick’s governance, risk and compliance professionals will help ensure that the structure of your organization, its internal controls, and its decision-making policies continue to meet family member, stakeholder, and regulatory requirements.


When family offices take on a direct investment strategy, ensuring that operations are running efficiently and performance is maximized is important. This new role may require fresh thinking. Our Innovation Lab is an environment conducive to idea generation and collaboration. Guided by expert facilitators from our advisory team, we’ll explore and validate solutions to create value, reduce risk, and improve processes throughout the private equity workflow.


An objective viewpoint is invaluable when your goal is to maximize stakeholder value for buyers and sellers. All facets of the acquisition need to be scrutinized and potential risks surfaced for evaluation. Our financial and tax due-diligence process examines a target’s cash flows, tax history, and working capital to uncover potential risks, unseen costs, and operational weaknesses.

Family Office Services

Our service approach and culture are designed to align with family values. We build a collegial and collaborative relationship, prioritizing client interests above all else. CohnReznick’s Family Office practice provides comprehensive advisory, assurance, and tax services to both families and family offices. We take pride in our entrepreneurial spirit and our understanding of today’s most pressing issues. 


Learn more

family office services
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Meet the team

  • william pidgeon
    Contact William William+Pidgeon
    William Pidgeon

    CPA, Partner, Leader- Financial Services Industry

  • Contact Marc Marc+Wolf
    Marc Wolf

    CPA, Partner, Financial Services Industry Leader – South/West

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