Announcing our new partnership with Prosperity Partners—find out how this exciting collaboration benefits you!

Death of a Partner or Shareholder: Tax Implications and Planning Opportunities

This 110-minute CPE webinar, originally held on February 20, 2025, provides in-depth insights into the tax implications and planning strategies businesses must consider following the death of a partner or shareholder. Led by Walter M. McGrail, Managing Director at Cendrowski Corporate Advisors, the session covers essential topics such as transferring ownership interests, planning for tax-saving opportunities,

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The Long Term Impact of VC and Hedge Funds on Family Wealth

  If you’re thinking about venturing into or expanding your exposure to private equity or venture capital, this video provides valuable insights on how to navigate the long-term nature of these investments. Let us know your thoughts on the role of venture capital and private equity in your strategy — We would love to hear

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AI in Family Offices From Operations to Investment Strategy

While only a small percentage of family offices are currently involved in crypto, the real shift is happening with AI. From reshaping investment strategies to transforming day-to-day operations, AI is becoming a cornerstone of how family offices operate — and if you’re not on board, you might fall behind. #FamilyOffice #Advisor #LIVideo

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