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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: ????…
The reasons valuations fail
One of the worst timing mistakes we see in family offices: Waiting until the Letter of Intent is signed before gifting interests. At that point,…
Don’t Wait Until December to Gift
Every December, we see it. A mad dash to get gifts out before the estate tax window closes. Our clients? They’re already done. Why? Because…
GGI European Regional Conference – Marbella, Spain
Event Date: May 9, 2025 Harry Cendrowski, Global Chairperson of the GGI Trust & Estate Planning (TEP) Practice Group and Partner at Prosperity Partners, delivered valuable…
Section 751(a) & Updated Form 8308: Sales of Partnership Interests & Character of Gain
Event Date: April 30, 2025 This 110-minute CPE webinar provided a deep dive into the complexities of Section 751(a) transactions and the recently revised IRS…
Investment Risk Management Common Pitfalls to Avoid
Success in family office investing isn’t about knowing everything – it’s about knowing what you don’t know. Watch to learn why expert guidance and strategic…
The Reactionary Mindset Why Prevention is Better Than Cure
Many family offices fall into reactive patterns because they haven’t experienced a major disruption firsthand. But from grid failures to global pandemics, the last 15…
Adapting to Climate Risks in Family Offices
Climate risk isn’t just about extreme weather – it’s about understanding your portfolio’s environmental exposure across regions and assets. Watch to learn why geographic and…
The Benefits of Outsourcing Investment Management
Nearly 40% of small and mid-sized family offices outsource investment management. But success requires more than just delegation – it demands complete transparency with your…
Podcast Appearance: Harry Cendrowski on The Most Curious Person in Multifamily
April 4, 2025 Harry Cendrowski, Partner at Prosperity Partners, was recently featured on The Most Curious Person in Multifamily, a podcast hosted by Moshe Crane. In this insightful…