AI Transformation in Family Offices
AI is about to completely transform how family offices operate. Information at your fingertips. Streamlined due diligence. Substantially smaller staff requirements. But here’s the real…
Cendrowski Business Minute & Videos
Active vs Passive Management
A tech entrepreneur just sold his company for over $1 billion. His kids are 7 and 5. And he’s already sent 16-page questionnaires to every…
The State of Readiness – Cendrowski Corporate Advisors
The companies that command top multiples? They’re always ready to sell—even when they’re not trying to. We recommend an annual “State of Readiness” audit: ????…
Tech Investment Strategy
Private markets are about to get a major liquidity injection. Tokenization. New funding sources. Legacy owners with access they’ve never had before. But here’s the…
ESG Investment Evolution
ESG investing has completely changed in the last 12 months. But here’s what hasn’t changed: people still want to make a positive impact. They just…
Private Credit Market Evolution
Jamie Dimon just did a complete 180 on private credit. From “stay away” to investing $50 billion in 10 days. What changed his mind? And…
Geopolitical Risk Management
Key Summary: At Prosperity Partners, we help family offices and private investors navigate global uncertainty through measured, forward-looking strategies. When geopolitical events – like wars…
Why Opportunity Zones Lost Their Shine
A few years ago, Opportunity Zones were everywhere. But here’s the truth: great tax incentives can’t fix poor investments. Today, the smartest family offices start…
Why Families Are Re-Thinking Generational Wealth
Key Summary: At Prosperity Partners, we help families design generational wealth transfer strategies that reflect their values, family culture, and long-term goals. From multigenerational planning…
This One Thing Will Save You in an Audit
When the IRS shows up, it’s too late to prepare. The best defense? Documentation done before the deal. Every family office we advise hears the…
