- Discretionary investment consulting
- Performance and risk reporting
- Asset allocation modeling
- Investment search and selection
- Asset location/Householding services
- Tax management
- Ongoing reviews
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As an independent firm, we listen to your needs to tailor a plan designed around your specific financial picture. No cookie-cutter solutions. No siloed thinking.
Because families of extraordinary wealth face different opportunities and obstacles from others, we’ve developed an offering called the Corner Office. When retaining Cornerstone in this manner, you’re engaging the entirety of the firm’s capabilities along with our ability to serve as the coordinator of your other advisors. We don’t compete with your accountants or lawyers. Instead, we form a cohesive advisory team whose only goal is to help you achieve your mission.
For your asset management needs, you will have access to our institutional consulting team and its best thinking. If you have insurance requirements, we have a specialized, in-house team. We run family meetings, help clients communicate their legacy to their heirs, and work with them to fund intergenerational gift strategies.
Private wealth management differs from most institutional asset management in one important aspect — taxes. Not-for-profit organizations do not pay taxes, so there is no need to consider different vehicles to optimize after-tax returns. Wealthy families typically have multiple accounts in addition to illiquid investments such as real estate or a privately held business. This means there are opportunities, but also limitations, to prudently manage your money. We will help navigate these considerations.
Cornerstone helps private clients visualize and monitor the pursuit of wealth creation through our data aggregation systems. If you own it, Cornerstone can report on it. Greater clarity around your finances helps us make better decisions.