Family Office Wealth Management Services
One Team, Every Answer, For Wealth as Complex as Your Family’s Future
Experience comprehensive family office investment management, asset management, and fiduciary guidance for families with complex wealth.
Unified Family Wealth Planning
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Quiet Financial Stewardship
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Generational Transition Support
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Gap Analysis
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Unified Family Wealth Planning | Quiet Financial Stewardship | Generational Transition Support | Gap Analysis |
Complex Wealth Brings Complex Challenges
When you’ve worked hard and built something meaningful, every new chapter brings its own questions. Maybe you’re focused on enjoying life with family and friends, or you simply want to make sure what you’ve created is looked after, without needing to become a financial expert.
It’s natural for new opportunities and new worries to come along with success. As life changes and responsibilities grow, the details can start to feel overwhelming. Sometimes advice comes from all directions, but it doesn’t always add up.
Rules change, family needs evolve, or a business decision brings a new twist. Through it all, you want to make sure the things that matter: your values, your privacy, and the people you care about, stay protected.
It’s not about having the most, or knowing the most; it’s about having someone you trust to guide you, so you can feel secure in every season.
That’s why so many families reach out, not for labels or accolades, but for steady, thoughtful support that always puts your best interests first.
A New Standard in Family Office Wealth Management
Imagine a future where life’s important details…
where caring for loved ones, planning for tomorrow, and honoring family traditions… are all thoughtfully connected and guided by your values.
With Cornerstone Wealth, that vision becomes reality.
Instead of juggling advice from separate advisors who may not see the whole picture, you gain an advocate and a dedicated team bringing clarity, coordination, and calm to every part of your financial life.
We understand that each family is unique…
and that true peace of mind comes from knowing there’s a plan created precisely for you: a strategy that adapts to every change and anticipates what’s next.
At Cornerstone Wealth, we listen first. We learn your story, your priorities, and the legacy you want to create.
Then, we unite investment management, tax and estate planning, philanthropic goals, and even family dynamics, all under one roof with absolute discretion.
Our role is to empower you to focus on what matters most…
your family, your future, your legacy…while we proactively align every detail behind the scenes.
With a team that’s always anticipating, never just reacting, you have confidence that your wealth endures, your intentions are fulfilled, and your family’s story grows stronger with each generation.
Where Trust Grows From Genuine Relationships
For generations, leading families have chosen Cornerstone Wealth because we make trust our highest calling.
True confidence stems from relationships that go deeper than numbers. With Cornerstone by your side, you and your family can move forward with certainty and purpose.
Our approach is built on being present, listening closely, and offering thoughtful guidance when you need it most. As you celebrate milestones and navigate important decisions, we walk alongside you, supporting your vision and helping you focus on what you’ve built.
Your dedicated team is always on your side, anticipating your needs, aligning every advisor, and protecting your privacy at all times.
Comprehensive Family Office Services Under One Roof
At Cornerstone Wealth, our family office services are carefully coordinated to simplify your world, ensure asset protection, and preserve what matters most.
From investment strategy to advanced tax and estate planning, from philanthropy to family governance, every detail is managed by a team that sees the whole picture.
Multigenerational Legacy
& Philanthropy
Family Governance
and Education
Trust and Entity Administration
Lifestyle and Concierge Services
Risk Management and Scenario Planning
Every solution is bespoke, personal, proactive, and designed for your family’s long-term vision. We work in coordination with your other advisors to create the best plan that works for you and your family.
A Partnership Designed for Generations
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Personal Discovery:
Confidential, in-depth review of your family’s needs, ambitions, and vision for the future.
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Integrated Strategy:
Your bespoke plan is crafted by our multidisciplinary team, collaborating with your trusted advisors to unify every aspect under one cohesive approach.
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Ongoing Stewardship:
We monitor proactively, conduct regular reviews, and swiftly adapt as your financial landscape evolves.
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Legacy Realized:
Our enduring commitment is to strengthen family harmony, guide transitions, and amplify impact so your legacy endures.
More Than Management, Lasting Value for Your Family
Unlike traditional wealth management, our multi-family office management services include fiduciary advisors with deep expertise in family office financial planning and certified financial fiduciary standards.
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Our team and process are built to serve your family across generations, not just this year.
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We anticipate—and act quickly—in any situation, safeguarding your wealth and reputation.
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You receive direct access to experienced advisors who speak your language, not just financial jargon.
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Our relationships open new doors to investment, philanthropy, and expert networks.
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We help prepare and educate your successors so they inherit not just wealth but wisdom and confidence.
Experience the Cornerstone Approach—With Total Confidentiality
Receive guidance from a fiduciary wealth manager and certified fiduciary financial advisor who specializes in financial reporting and acts solely in your family’s best interest.
Schedule a complimentary, no-obligation Family Office Assessment—identify gaps, clarify your path, and discover tomorrow’s opportunities with absolute privacy.
Not ready to schedule a consultation but curious about your financial stride?
Take our free evaluation: Cornerstone Financial Stride Assessment and find out how you can walk with greater financial confidence.
Schedule a Consultation
Meet the Family Office Management Team
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Jeff Carbone, CFP®, AIF®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jerett DiMarzio, CFP®, CPWA®
Wealth Advisor, Private Wealth Group, Partner
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Andrew Smith, CFP®, AIF®, CLTC®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jeff Powell, CFP®, MBA
Wealth Advisor, Partner, Private Wealth Group
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Richard Fallon III, CFP®, CRPC®
Wealth Advisor, Private Wealth Group
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Rodney Wendt, CFP®
Wealth Advisor
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Matthew Sandberg, CFP®
Wealth Advisor, Private Wealth Group
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Cyndi Cross
Senior Manager, Private Wealth Group
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Karen Guffey
Senior Operations Associate, Private Wealth Group
Frequently Asked Questions for Family Office Wealth Management Services
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Our family office management approach goes beyond standard investment and financial planning by focusing on achieving your family's specific financial objectives.
We work together as a team to bring together specialists in tax, legal, business, asset protection, and multi-generational planning under one coordinated strategy, all tailored to your family’s unique needs.With us, you get complete oversight, proactive guidance, and a single point of contact for every aspect of your family’s financial life.
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A family office manager coordinates every aspect of your family’s wealth—not just investments, but legal, tax, and philanthropy—with true fiduciary commitment, compared to wealth managers who may serve a broader base without the same comprehensive approach.
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Our family office services are designed for families with significant wealth and complex needs, generally starting at $20 million in investable assets.
This ensures we can provide the level of coordination, expertise, and dedicated attention your family deserves.If you’re near this threshold or have special circumstances, we invite you to schedule a confidential assessment to discuss your situation.
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We begin with a detailed discovery to understand your family’s goals, values, and challenges.
Our team then develops a customized transition plan, working alongside your current family office advisors or professionals as needed.
Our goal is to make the process seamless and supportive so you experience coordinated family office management from day one.
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Privacy is at the heart of our family office financial planning services, and our comprehensive privacy policy ensures your data is fully protected.
All communication and client data are protected using advanced security protocols and are only accessible by your dedicated advisory team.
We take extra measures to ensure your family’s story, financial details, and future plans remain strictly confidential at all times.
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Yes, our approach is highly collaborative.
We routinely work with your existing family office advisor, attorneys, accountants, or other professionals to deliver seamless and unified family office services.
By building strong partnerships, we ensure every detail of your wealth management strategy is coordinated and aligned with your family’s objectives.
Read Our Insights into Family Office Wealth Management
*Hypothetical situation presented for illustrative purposes only. This story does not describe an actual client experience or client testimonial. The information is presented to illustrate our experience and the types of clients we help.