Tax Planning for High Net Worth Individuals

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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How Can Family Offices Get More Real Time Visibility

It’s essential for family offices to adopt a comprehensive insight approach to truly understand their financial trajectory. Many offices operate with budgets that simply increase annually without scrutinizing their spending. Listen in as Harry Cendrowski discusses how family offices can significantly enhance their real-time visibility by implementing KPIs and other robust reporting mechanisms.

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Expert Tips on Portfolio Rebalancing For Family Offices

When it comes to managing family office portfolios, rebalancing is essential. It’s not just about reacting to market conditions, but also aligning with the long-term goals of the family. The reality is, there will be unforeseen challenges, or “storms,” ahead, making it crucial to adjust the portfolio periodically.

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GGI North American Regional Conference

May 30, 2024 – June 2, 2024 Cleveland, OH Walter M. McGrail, a Managing Director with Cendrowski Corporate Advisors, recently presented before GGI’s Trust & Estate Planning (TEP) Practice Group at the North American Regional Conference in Cleveland, OH. His presentation – “Recent Estate Tax Experiences from a Tax Accountant’s Viewpoint” – offered a high-level […]

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