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New York (Wall Street) Office

Located on Wall Street in the heart of New York's financial district, Cerity Partners' family office practice serves ultra-high-net-worth families with the comprehensive, integrated wealth stewardship that a dedicated New York family office delivers.

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Wall Street: 28 Liberty Street, Suite 4410 New York, NY 10005

M-F 9:00 AM - 5:30 PM

Contact Wall Street Office

28 Liberty Street, Suite 4410 New York, NY 10005

M-F 9:00 AM - 5:30 PM

We Know New York

Wall Street attracts multigenerational family wealth, prominent entrepreneurs, and senior financial executives whose complexity demands a dedicated family office team rather than a patchwork of independent professionals. Cerity Partners’ Wall Street family office financial advisors deliver the full benefits of a private family office; including advanced estate planning, sophisticated investment access, concierge lifestyle services, and next-generation wealth education.For New York families seeking a single trusted partner for every dimension of financial life, our Wall Street team delivers that experience backed by a national practice of over 40 specialized advisors.

Wealth Management Services in New York

Cerity Partners’ Wall Street New York family office provides advanced holistic planning, legacy and estate strategies, sophisticated investment management, trust and fiduciary oversight, philanthropic advisory, next-generation wealth education, and concierge lifestyle services for ultra-high-net-worth families.

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Marital Financial Planning  >

Divorce marks the end of marriage but also the start of your new life. We can help you navigate the financial challenges of divorce and embrace the opportunities for building a thriving, secure future.

Business Owner Advisory  >

We work with owners of privately held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.

Practice Owner Financial Planning  >

Specialized planning advice for owners of medical, dental, legal, and other professional service firms.

Women’s Wealth  >

Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs.

Family Office  >

Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.

Cross-Border Financial Planning  >

Just because your professional life is international doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.

Our Team of Financial Advisors in New York

The Wall Street family office team at Cerity Partners serves each New York family as a dedicated fiduciary partner; safeguarding wealth, preserving legacy, and simplifying the full complexity of financial life with the support of over 40 specialized family office advisors.

Meet Our Full Wall Street Team

Our Latest Insights

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Additional Nearby Offices

Park Avenue

99 Park Avenue

New York, NY 10016

Cerity Partners’ Park Avenue office delivers comprehensive New York wealth management and institutional OCIO services from the heart of the world’s foremost financial center, backed by the full resources of a leading national firm.

Contact Park Avenue Office

Westfield

241 North Avenue W

Third Floor, Suite 300

Westfield, NJ 07090

Our Westfield office delivers wealth management services that combine national resources with personalized attention designed to help you achieve your financial goals.

Contact Westfield Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Wall Street Office

Our Wall Street office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Wall Street Office

28 Liberty Street, Suite 4410

New York, NY 10005

Contact Our Wall Street Office

Call Us: (212) 202-1810

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