Navigating a complex, time-sensitive financial challenge often requires a targeted strategy to address immediate pain points. Capital Solutions is a discrete, specialized offering from Cerity Partners designed to solve these unique client situations. You get access to deep expertise and institutional resources focused on your exact needs—even if a comprehensive wealth management relationship might not be the right fit.
Review the targeted strategies that can be fine-tuned for your personal situation.
We start by discussing your specific situation, goals, and constraints. Our specialists then design a customized strategy according to your unique needs.
Whether you’ve held a winning position as it’s grown or you’re a founder approaching a liquidity event, a significant portion of your wealth is tied to the decisions you make. A large single stock position creates tension: diversifying makes sense on paper, but selling can come with a significant tax bill. We offer customized strategies designed to help reduce concentration in a tax-efficient manner, so you can diversify your portfolio while managing your capital gains exposure. We also work with founders to navigate additional financial planning considerations surrounding a business transaction.
Managing appreciated real estate is rarely straightforward. Our team works with clients to structure tax-efficient approaches to real estate transitions, helping to preserve long-term wealth while mitigating the tax consequences of a sale or exchange.
Preserving your legacy requires more than a standard estate plan. We offer flexible, sophisticated wealth transfer strategies—including structures such as Private Placement Life Insurance—tailored to each client’s goals for minimizing estate taxes and transferring wealth to the next generation.
For clients seeking potential returns and diversification beyond public equities and fixed income, we offer access to a private markets platform—including direct investment opportunities. We leverage our scale to source opportunities, seek to negotiate favorable terms, and structure private markets exposure as a standalone solution or alongside your existing investment program.
Chris is a Partner in the New York office with more than fifteen years of experience creating customized investment portfolios for wealthy individuals, multigenerational families, and business owners. He is a member of the firm’s Investment Committee.
Tom Cohn is the Chief Solutions Officer and a Partner based in the New York office. With over twelve years of experience in investment management, Tom oversees all Central Services at the firm, including investments, tax services, estate and trust services, risk management, and held away assets. He leads the investment strategy and research teams, with a particular focus on private markets, and serves as a member of the firm’s Leadership Team.
John is a Partner in our New York office and serves as the firm’s Head of Investment Management. He is a member of the firm’s Leadership Team. He is also member of the Investment Office Leadership Team and guides all new colleagues who join the firm and manage client portfolios, through a full integration into Cerity Partners Investment practices.
Jim is the firm’s Chief Market Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC.
Salvatore is a Partner in the New York office. He has more than twenty-five years of experience providing investment research, advisory, and wealth management services to both high-net-worth individuals and institutions. Salvatore is a member of the firm’s Investment Committee.
Steve is a Partner based in our Costa Mesa office. As Chief Client Officer, he is responsible for growing the firm’s partnerships and client relationships. Steve also advises individuals and their families, companies and their executives, and nonprofit organizations. He is a member of the firm’s Leadership Team.
Chase is a Principal in the Louisville office. He is responsible for trading and implementation of client accounts. Chase also researches current and prospective investment strategies and services advisor requests.
Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Schedule a complimentary discovery call now:
Principal & Client Experience Director
We look forward to connecting with you soon.
Learn about our Privacy Policy
By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Schedule a complimentary discovery call now:
Principal & Client Experience Director
We look forward to connecting with you soon.
Learn about our Privacy Policy
By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
