Cerity Partners and Family Business Magazine Discuss What Defines a True Family Office

The term “family office” has become increasingly common in wealth management, but what does it really mean? In a recent webinar with Family Business Magazine, Cerity Partners Family Office co-heads,Justyn Volesko and Andrew Cooper, along with partner Jennette Brilliant, explored the distinction between firms that market family office services and those that seek to function as integrated partners. 

The panel addressed a critical challenge: while demand has grown, the meaning of “family office” has become diluted. Many families work with multiple advisors but lack the central coordination that defines a true family office. 

As Cooper notes: “The real value can include helping to reduce friction, potentially avoid missed opportunities, and ease the cognitive burden on families.” 

You can watch the full webinar recording on our YouTube channel and click below for the accompanying article to learn more about identifying the right structure for your family’s needs.