Cendrowski Corporate Advisors has provided financial and tax advisory services to estates, funds, and private foundations for over three decades. Harry Cendrowskiโs position as Global Chair of GGIโs Trust and Estate Planning Practice Group gives us a unique perspective in these areas. We work with our clientโs 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 familyโs 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 GGIโs 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 Montrealโs GGI World Conference as global chair of the GGI Trust & Estate Planning […]
Read MoreJohn Alfonsi Moderates Pre-Sale Estate and Wealth Planning Panel
At the 2021 Smart Business Dealmakerโs Conference in Chicago, John Alfonsi moderated a discussion titled, โThe Complexity of Pre-Sale Estate and Wealth Planning.โ Participants on the panel include Pitcairn’s Andy Busser and Mark Petrosky of DP+. โYouโve decided to sell your company, youโve grown this baby, youโve nurtured it, nowโs the time to sell,โ said […]
Read MoreSuccession 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 patriarchโs selection of a younger female sibling started a family […]
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