Financial Planning

Your continued financial success originates in educated, strategic and effective planning. Cornerstone Family Office will develop a personalized financial plan that evaluates your net worth, investment portfolio, income tax situation and cash flow. Our experts will review your plan on a regular basis and recommend appropriate adjustments.

Estate Planning

The estate and gift tax system can be complex and costly. Cornerstone Family Office can navigate the system in order to maximize charitable and family gifts while minimizing your family’s estate tax burden. Working with your attorney, Cornerstone can initiate updates to your estate plan and tailor a strategy that accomplishes your goals.

Tax Planning and Preparation

At Cornerstone, we understand the shifting landscape of tax laws allowing us to mitigate your income tax burden. We are dedicated to identifying legislative and economic developments which may suggest alternative planning strategies.

Investment Reporting

Cornerstone will prepare schedules and report at least annually on your current investments.  Our reporting addresses asset allocation, diversification, performance, and fees.  We will assist with changes to the asset allocation, as desired, as well as selection of investment managers.

Philanthropy Planning

The involvement of Cornerstone Family Office can include developing a charitable objective, site visits to charities and arrangement of charitable gifts. Frequently, our office assists in the formation, operation and management of private charitable foundations. We allow you to focus on your philanthropic goals while we focus on recordkeeping and tax laws.

Trust Administration

Cornerstone Family Office administers personal and charitable trusts. Our services include accounting, asset allocation and strategy, as well as reporting, making distributions to beneficiaries and handling all tax compliance.

Additional Services

At Cornerstone, we know that your life can be busy. Our team is available for paying bills, reviewing insurance policies, arranging financing, coordinating with other professionals and providing specialty services.

Cornerstone Family Office Principals