Operational & Internal Control Reviews
Many existing family offices have benefited from our diagnostic review and implementation services, which focus on assessing and improving the overall operational efficiency of the accounting and administrative functions. In an operational diagnostic review, we evaluate the organization’s existing accounting processes, workflow, personnel capabilities and technology. We then compare existing processes to the best practices of similar organizations and identify specific opportunities for improvement.
Internal Control Assessments
We provide consulting services focused on designing, assessing, enhancing and testing internal controls in family offices of all sizes. This can be a family’s best preventative way to protect its valuable assets.
Marilyn B. Calister
New York, NY
Deborah S. McGee
Los Angeles, CA
Orange County, CA
SEC Finalizes Family Office Rules for Registering as Investment Advisor