Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Family Office Webinar Recording: Raising Financially Confident Children March 20, 2025 - Join us for an exclusive discussion hosted by Cerity Partners Family Office on fostering financial confidence in the next generation by instilling responsibility, strengthening decision-making,…
Family Office Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families February 6, 2025 - Cerity Partners takes a proactive approach to financial emergency preparedness, working with our clients to develop the right strategies and resources to safeguard their loved… Justyn Volesko, Partner & Co-Head of Family Office
Family Office Family Charters: A Guiding Light for Managing Family Businesses and Other Property October 11, 2024 - Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter. Pierre duPont, Partner
Family Office It Pays to Start Early: Talking to Your Kids About Money October 3, 2023 - Introduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life.… Lloyd Abramowitz, Partner & Practice Leader
Family Office Engaging the Next Generation on Family Wealth September 8, 2022 - Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding… Mimi Drake and EmJay Williams
Family Office Why Your Family Office May Need an Advisor May 20, 2022 - With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee,… Devon Ruttenberg, Partner
Family Office Trustees: Policies and Procedures to Mitigate Risk (Part 4 of 4) September 18, 2020 - In the final part of her four-part series, Partner Susan Hartley-Moss discusses the importance of establishing formal policies and procedures. Susan Hartley-Moss, Partner
Family Office Trustees: Investment Philosophy and Investment Policy Statements (Part 3) August 10, 2020 - Part 3 of our 4-part series focuses on why every trust should have a strategic approach to investment management. Susan Hartley-Moss, Partner
Family Office Trustees: Risk Mitigation and Best Practices (Part 1) July 8, 2020 - Whether you are acting as an individual trustee or a trustee under a private trust company, understanding the risks and responsibilities is critical to serving… Susan Hartley-Moss, Partner
Family Office Avoid the Trustee Trap June 23, 2020 - Our dedicated Family Office team has assisted many families with their trustee and fiduciary needs. Susan Hartley-Moss shares two client experiences to help others avoid… Susan Hartley-Moss, Partner
Family Office Raising Children into Wealth December 3, 2018 - Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office,… Pierre duPont, Partner
Family Office Perpetual Education Trusts November 8, 2018 - A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education. Pierre duPont, Partner
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…
Individuals and Families How to Invest Your Bonus Wisely January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…
Individuals and Families Cerity Partners Completes SOC 2 Cybersecurity Audit January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…