Cerity Partners Family Office clients can expect: Thought Leadership Our firm's experienced family office advisors and technical specialists provide timely insights on the most opportunistic and challenging financial topics of the moment. Exceptional Talent We attract and retain talented professionals in the wealth management industry. Advisors join Cerity Partners because they passionately believe in our approach. Stewardship We educate our clients on relevant wealth management issues and solutions, providing full transparency on all terms, risks, and expected outcomes.
Economic and Market Outlooks Video: September 2025 Economic & Market Outlook September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
Individuals and Families Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…