High income earners have distinct needs when it comes to tax planning strategies.
With over 35 years of experience advising family offices and high-net-worth individuals, Cendrowski Corporate Advisors is uniquely positioned to develop tax planning strategies that help high-income earners like you attain objectives on every step of your financial journey. After you put your all into building your business and wealth, you’ll need to apply the same determination to sustain your operation and plan for lifetime goals and your legacy.
Creating a thorough plan for your wealth management means more than just retirement planning. Our advisors can relieve pain points caused by the responsibilities of wealth by offering services that comprehensively address your needs, from tax planning strategies and compliance to succession and gift planning.
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Smart family offices keep leverage low for a reason
There’s a reason most family offices keep leverage low. After living through 2008–2010, many learned how quickly over-leverage can turn a paper fortune into a liquidity crisis. When capital calls come due and exits stall, debt becomes a liability you can’t unwind fast enough. Experienced investors know when to dial leverage up—or down—but for most, […]
Can’t hedge private stock? Here’s what family offices actually do
Roughly three-quarters of family offices are investing directly in private companies—and that creates a challenge: you can’t easily hedge private stock. The smart play? Hedge the debt, not the equity. Some offices also use structured lending against concentrated positions to manage downside risk while keeping some upside. Private markets don’t come with easy liquidity, […]
Co investing can 2–3x returns – but secondaries demand a reality check
Co-investing can be a powerful tool—if you know when to use it. We have seen investors double or even triple returns by leaning into specific industries they understand well. But we’ve also seen the other side: secondaries that look attractive on paper but underdeliver because of timing or asset risk.