Family Office Insights

It is critical for trustees to understand the legal standards governing them when they serve as a trustee. Cerity Partners advisor, Paul Chmielewski, discusses the standards that should be considered before appointing a trustee.

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, directly or indirectly, the financial affairs of the family.

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 similar situations.

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.