Estates, Trusts, and Private Foundations
Cendrowski Corporate Advisors has provided financial and tax advisory services to estates, funds, and private foundations for over three decades. Harry Cendrowski’s position as Global Chair of GGI’s Trust and Estate Planning Practice Group gives us a unique perspective in these areas. We work with our client’s legal and financial advisors, considering all of their goals and creating effective strategies for succession planning and the disposition of assets during life and upon death.
Our clients come to us to ensure control over family assets; the future of their family business; maintenance of a positive family dynamic, and the effect the disposition of assets will have on the family’s relationships.
Starting a Foundation
For those who want to give back, one way to incorporate contributions to the community is through a foundation. However, setting up and managing a foundation is an arduous and ongoing process that is typically reflective of significant life events. Our team of trusted advisors is experienced in all aspects of private foundations, and our founder, Harry Cendrowski, brings to the table access to global resources as Global Chairperson of GGI’s Trust & Estate Planning Practice Group.
Future Planning
Estate planning is much more than a transfer of wealth; it often involves family relationships. We assist our clients with planning for the future, maximizing tax efficiency while considering their interests in charitable contributions and family legacy planning.
We also assist our high-wealth clients in planning for retirement, considering all tax implications that will impact the lifestyle of the client as they age.
GGI World Conference Recap
Attending GGI World Conference is just one way we expand our knowledge. We also broaden our access to an extensive network of expertise and contacts through GGI Global Alliance. That opens a world of resources to benefit you. Harry Cendrowski attended Montreal’s GGI World Conference as global chair of the GGI Trust & Estate Planning […]
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John Alfonsi Moderates Pre-Sale Estate and Wealth Planning Panel
At the 2021 Smart Business Dealmaker’s Conference in Chicago, John Alfonsi moderated a discussion titled, “The Complexity of Pre-Sale Estate and Wealth Planning.” Participants on the panel include Pitcairn’s Andy Busser and Mark Petrosky of DP+. “You’ve decided to sell your company, you’ve grown this baby, you’ve nurtured it, now’s the time to sell,” said […]
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Succession Planning Difficulties Faced by Family Offices Today
Is your business ready for the next generation? Succession planning for a family who starts a successful business has its own set of complicated issues. One family had embedded their family office in their business of real estate construction and ownership of commercial property. The patriarch’s selection of a younger female sibling started a family […]
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