Affluent families have found that a dedicated family office helps them effectively manage the challenges and opportunities that come with prosperity. However, developing that expertise and infrastructure is costly and time-consuming, which is why many families collaborate with Cerity Partners.
Our family office services span the spectrum from full financial management to helping you establish and coordinate your own office. Whatever level of support you need, we can help.
It’s natural for family members from different generations to have their own unique needs and desires. Let us help you navigate the sometimes competing or conflicting interests while minimizing discord.
Life gets complicated— especially when you add in wealth management and the oversight of estates, trusts, partnerships, and multiple investment managers. We oversee and manage the administrative functions of your office so you can spend your time doing what you enjoy.
Given the complexity of a family’s financial situation, running their own family office may not be the best choice. It can be time-consuming as well as costly and strain relationships. Many times, outsourcing makes more sense.
It’s a challenge for affluent families to find advisors they can trust. We embrace our role as fiduciaries—it’s who we are. Our advisors act solely in your best interest, providing objective advice and creative solutions to help you preserve what you have built, protect your lifestyle, and grow your wealth over time.
We focus on you so you can focus on what matters most.