Outsourced Family Office Services

Philanthropic Planning and Administration to Maximize Impact

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.

John Alfonsi to Speak at Sept. 28, 2022 Strafford Live Webinar on Capital Accounts

CCA’s John Alfonsi will speak at the upcoming Strafford live webinar, “Capital Accounts: 704(b) vs. GAAP vs. Tax Basis, Comparing and Contrasting Annual Allocations,” on Wednesday, September 28, 2022 from 1:00 pm-2:50 pm EDT. Properly maintaining partners’ capital accounts may be the most critical aspect of partnership taxation. Among some of the topics covered will […]

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Are gifts for clients tax deductible?

Tax specialist Catherine Raker answers the question: Are gifts for clients tax deductible? Transcript: Dave Lorenzo: And now it’s time for another Cendrowski Business Minute. With us today, we have Catherine Raker. So Catherine, are gifts for clients tax deductible? Catherine Raker: Well, like everything, there’s an exception and there’s a rule. The maximum limit […]

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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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