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 Video: November 2025 Economic and Market Outlook November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…
Individuals and Families Year-End Financial Planning: Six Portfolio Considerations November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here…
Corporations The Role of Private Markets in Defined Contribution Plans November 10, 2025 - Defined contribution plans have attracted growing interest and media coverage amid recent U.S. Department of Labor actions and a noticeable shift in tone from Washington,…
