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Family Office Insights

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,…

Justyn Volesko

Partner & Co-Head of Family Office

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

Pierre duPont

Partner

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

Lloyd Abramowitz

Partner & Practice Leader

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

Mimi Drake and EmJay Williams

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

Devon Ruttenberg

Partner

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

Susan Hartley-Moss

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

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

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

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

Pierre duPont

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

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

Your Introduction to a Trusted Financial Partner Awaits

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Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa

September 18, 2026 - Cerity Partners and Gilbert & Cook today announced their intention to merge, effective at the end of September. Gilbert & Cook will operate under the…

Joshua Norman and Jason Hill

Individuals and Families

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: September 2026 Economic and Market Outlook

September 3, 2026 - Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year…

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