Progressive family offices are moving to the forefront when it comes to investing. To increase control and reduce fees, direct investment and co-investment are gaining favor when compared to traditional limited partnership investments. But with this, family offices need to shift focus to deal acquisition, due diligence, portfolio company improvement and monitoring, and internal governance.

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.

Owner-operator and private equity-controlled company expertise

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.

Risk avoidance

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.

Commitment to innovation

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.

Direct investment transaction advisory

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.


Get in touch with our specialists

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Donald Stevens

CPA, Managing Partner - Private Client Services
daniel kesner

Daniel Kesner

CPA, Partner

Looking for the full list of our dedicated professionals here at CohnReznick?



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