Comprehensive Tax & Advisory Services

Integrated tax and advisory services for family offices, business leaders, and individuals with complex planning needs.

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A More Specialized Approach

Navigating complex financial lives requires thoughtful coordination. Our practice brings together strategic tax planning, real estate structuring, business management, and multi-generational wealth transfer services all under one roof. We work closely with family offices, business leaders, and individuals to preserve, grow, and transition wealth with clarity and confidence.

Our Practice Provides

  • Income Tax Planning
  • Real Estate Planning & Structuring
  • Trust, Gift & Estate Tax Compliance Services
  • Multi-Generational Wealth Transfer Planning
  • Family Office & Business Management Services
  • Business Owner Advisory

Our business is about earning trust and taking care of people in a way that makes them feel valued, heard, and supported. We invest the time to truly understand our clients and build lasting relationships. There’s nothing more rewarding than when a client says they’re glad we had the conversation. When situations are complex, we collaborate as a team to find the best solution and deliver the clarity and confidence our clients count on."

Steven J. Fishman, Partner

Meet the Practice

Our practice combines deep technical experience with a commitment to responsive service and long-term relationships. We deliver tailored solutions across tax, accounting, real estate, and business management — helping clients navigate complexity with confidence.

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(818) 783-7140

16830 Ventura Blvd, Suite 400

Encino, CA 91436

What You Can Expect

Cerity Partners clients benefit from a team of specialists working in concert on every aspect of their financial plan.

Independence

Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.

Exceptional Talent

Our collaborative culture, broad capabilities, and commitment to high standards have helped us attract experienced professionals from across the wealth management industry.

Stewardship

We explain relevant wealth management issues and solutions, providing full transparency on all terms, risks, and expected outcomes.

Thought Leadership

Our firm's specialists provide timely insights on the most opportune and challenging financial topics of the moment.

Scale with Personalization

Cerity Partners is proud to be one of the fastest-growing RIAs. We create economies of scale across our practice-lower cost structures on investments, exclusive access to private investing, and advanced research and technology. Our rich resources enable advisors to do their best work.

Diversity

The diversity of our perspectives enables us to work with a wide variety of needs and meet our clients where they are.

Our Practice Provides

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Trust Services >

Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.

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.

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.

CFO & Accounting Services >

A partner in helping you determine strategic business decisions, streamline costs, and solve 
problems.

Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 5, 2026 - We have a generally positive economic outlook entering 2026, with solid GDP growth driven by consumer spending, manageable inflation, stable employment despite modest job creation…

Joseph Matus, Principal

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: January 2026 Economic and Market Outlook

January 5, 2026 - As the new year dawns, Partner and Chief Equity Strategist Jim Lebenthal reviews the accuracy of our 2025 expectations before looking ahead. What did we…

James Lebenthal, Partner & Chief Equity Strategist

Mariella Foley

Partner

Individuals and Families

Retirement Planning for Single Women: How to Prepare

December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime…

Mariella Foley, Partner

Your Trusted Financial Partner Awaits

Connect with Our Practice

Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you.

Josh Diamond's headshot

Josh Diamond

Partner

Connect with Our Practice

Call Us: (818) 783-7140

Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you!

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