Family Office Internal Controls, Operational Reviews & Risk Assessment

Our Expertise

The Plante Moran Family Office Services Group works with newly formed, growing and mature family offices to evaluate current operations and internal control processes, identify and respond to risks and design a structure for success.

Acknowledging that every family office is different, both in needs and in structure, we tailor our approach to bring you unique insights, ideas, and solutions that will best serve your organization. We review current methods and systems for: accounting and financial reporting, technology and cybersecurity, safeguarding and evaluating investments, charitable contribution procedures, and more.

We produce customized reports that identify the most significant risks, areas of impact, and ideas for improvement for your family office. After the assessment, we provide you with proactive and strategic advice concerning opportunities for operational improvements and best practices. Our multidisciplinary approach allows us to leverage the resources of the entire family office services team to deliver valuable, comprehensive insights and solutions.

Client Experience

Our Team

Each family office client has a single lead relationship partner who creates a customized approach and experienced team to meet your needs. We start the process for designing the client experience by listening and helping you identify your office’s challenges and goals. Organized around industry and technical expertise, there are over 120 professionals who work within our family office industry group. Our purpose is to support you in an effort to protect, preserve and enhance their wealth.