What’s on Our Minds
Coordinating Wealth. Protecting Legacy
Your family office should do more than manage investments. It should help coordinate every important financial decision
A family office built around your life, not just your portfolio.
As wealth grows, so does the number of decisions. Investment portfolios expand across public and private markets. Tax considerations become more significant. Estate plans evolve. Risk exposures increase. The consequences of a mistake become larger. Most affluent families accumulate a collection of advisors over time. What they often lack is a single trusted partner responsible for seeing the entire picture. Our role is to serve as the central coordinator for your financial life, helping ensure decisions related to investments, taxes, estate planning, philanthropy, insurance, business interests, and family governance are aligned with your broader goals.
Our Practice Provides
- Investment Oversight
- Tax Strategy
- Estate & Wealth Transfer Planning
- Insurance & Risk Management
- Family Governance
- Day-to-Day & Concierge Support
The greatest risks to family wealth often occur in the gaps between advisors — when tax, estate, investment, insurance, and family decisions are not coordinated."
Douglas Nardi, Partner
Who We Serve
Designed for families with complexity.
- Business owners and entrepreneurs
- Executives with concentrated stock positions
- Multi-generational families
- Individuals experiencing significant liquidity events
- Family foundations and charitable organizations
- Families seeking institutional quality oversight
Meet the Practice
Our practice delivers value and personalized service to clients through integrity, professionalism, and results-driven performance. We work collaboratively to help clients navigate life’s milestones and achieve their financial goals.
Complex wealth requires more than individual solutions—it requires an integrated plan in which every decision works together."
Erica Bunnell, Partner
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
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.
Wealth Management >
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions >
Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
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 helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Insurance Planning & Risk Management >
Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.
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