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…
Cendrowski Business Minute & Videos
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…
The Culture of Readiness: What PE Buyers Look For
Not all revenue is created equal. Buyers don’t just look at topline—they study quality of earnings: ???? Recurring revenue ???? High-margin clients ???? Low churn…
Income Tax Planning with C Corps and QSBS
Most business owners default to LLCs. But when we help families look a few years out — and they’re holding cash or preparing to…
The Donor Advised Fund Advantage
Many of our clients want to give back—but they also want to give wisely. Enter the Donor Advised Fund (DAF). It provides an immediate deduction—without…
The State of Readiness
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: ????…
