Announcing our new partnership with Prosperity Partners—find out how this exciting collaboration benefits you!
One of the worst timing mistakes we see in family offices: Waiting until the Letter of Intent is signed before gifting interests. At that point, your hands are tied—and so is your valuation. We advise clients to get a valuation before the LOI and make gifts while the business is still flexible. Planning isn’t just
The reasons valuations fail Read More »
Every December, we see it. A mad dash to get gifts out before the estate tax window closes. Our clients? They’re already done. Why? Because we build structures like IDGTs with installment notes now—and forgive them later if the exemption sunsets. It’s the difference between reactive planning and strategic pacing. Set up the trust. Document
Don’t Wait Until December to Gift Read More »
Event Date: May 9, 2025 Harry Cendrowski, Global Chairperson of the GGI Trust & Estate Planning (TEP) Practice Group and Partner at Prosperity Partners, delivered valuable insights during the TEP Practice Group meeting at this year’s GGI European Regional Conference in Marbella, Spain. Held at the METT Hotel & Beach Resort on May 9, the session
GGI European Regional Conference – Marbella, Spain Read More »
Event Date: April 30, 2025 This 110-minute CPE webinar provided a deep dive into the complexities of Section 751(a) transactions and the recently revised IRS Form 8308. John T. Alfonsi, Managing Director at Cendrowski Corporate Advisors, joined a panel of partnership tax experts to explain the filing requirements, reporting obligations, and tax character implications of
Section 751(a) & Updated Form 8308: Sales of Partnership Interests & Character of Gain Read More »
Success in family office investing isn’t about knowing everything – it’s about knowing what you don’t know. Watch to learn why expert guidance and strategic portfolio diversification are crucial for protecting and growing family wealth. #LIVideo #familyoffice #advisor
Investment Risk Management Common Pitfalls to Avoid Read More »
Many family offices fall into reactive patterns because they haven’t experienced a major disruption firsthand. But from grid failures to global pandemics, the last 15 years have shown us that comprehensive risk planning isn’t optional – it’s essential. Watch to learn why responding rather than reacting can protect your family office’s assets, people, and legacy.
The Reactionary Mindset Why Prevention is Better Than Cure Read More »
Climate risk isn’t just about extreme weather – it’s about understanding your portfolio’s environmental exposure across regions and assets. Watch to learn why geographic and environmental diversification should be key components of your family office’s risk strategy. #LIVideo #familyoffice #advisor
Adapting to Climate Risks in Family Offices Read More »
Nearly 40% of small and mid-sized family offices outsource investment management. But success requires more than just delegation – it demands complete transparency with your advisors. Watch to learn why effective investment management depends on sharing the full picture of your family office’s portfolio. #LIVideo #familyoffice #advisor
The Benefits of Outsourcing Investment Management Read More »
April 4, 2025 Harry Cendrowski, Partner at Prosperity Partners, was recently featured on The Most Curious Person in Multifamily, a podcast hosted by Moshe Crane. In this insightful episode, Harry discusses the origin of the first-ever UPREIT (Umbrella Partnership Real Estate Investment Trust)—a groundbreaking tax structure his firm developed in 1992. Designed to help property owners defer capital gains
Podcast Appearance: Harry Cendrowski on The Most Curious Person in Multifamily Read More »
Successful family office succession isn’t just about passing the torch – it’s about building a bridge of expertise between generations. Watch to learn why outside professionals are crucial for navigating the complex dynamics of next-generation leadership development. #LIVideo #familyoffice #advisor
Building Your Succession Dream Team The Value of Outside Expertise Read More »
Opportunities don’t happen, you create them. The same is true for well-informed business decisions.
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