Cendrowski Corporate Advisors helps Family Offices make the most impact with their assets, taking a strategic approach to philanthropic planning and administration.
Whether a Family Office has several philanthropic initiatives in place or is just getting started, our seasoned professionals can help initiate and oversee efforts that are both rewarding and transformational for the community. We guide each unique family through the critical factors—educational, administrative, strategic, operational, and investment—that will make it possible to reach their philanthropic goals.
Direct giving may be preferable for some families and situations, though structured options allow a more strategic approach. Our specialists can help Family Offices integrate their giving strategy with a broader overall wealth management strategy. After decades of experience with Family Office philanthropy, we collaborate with family members to ensure that philanthropic efforts provide a way to share family values, support important causes, and build family connections.
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 with this question: “Would I want to own this asset even without the OZ perks?” If the answer is no, walk away.
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Why Families Are Re-Thinking Generational Wealth
One of the most meaningful conversations we have with clients: “Should we give the next generation everything?” Many say no. Not because they’re stingy—because they value purpose. Legacy isn’t about how much you transfer. It’s about how much you teach.
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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 same thing: Build defensibility into the process—not as an afterthought. That means solid valuations. Clean notes. And zero scrambling.
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