CORNERSTONE FAMILY OFFICE, LLC – Your Trusted Financial Advisor
Cornerstone Family Office, LLC is a premier financial advisory firm that provides superior financial services to a diverse clientele. With years of experience and a team of highly knowledgeable advisors, Cornerstone Family Office, LLC consistently delivers exceptional results for its clients.
How the Advisor Helps Clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers diverse investment strategies tailored to each client’s unique needs
- Delivers personalized and attentive service
- Utilizes top-of-the-line technology to analyze and track client’s investments
- Constantly evaluates and adjusts strategies to ensure long-term success
Facts and Insights:
Cornerstone Family Office, LLC is a privately owned firm that was founded in 2005 by John Smith, a highly respected financial expert with over 20 years of experience. The firm is headquartered in New York City and currently manages over $1 billion in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 15+ | 15 years |
Financial Services Offered:
Cornerstone Family Office, LLC offers a wide range of financial services to meet the needs of its clients. Some of the services provided include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types:
Cornerstone Family Office, LLC serves a diverse range of clients, including individuals, families, small businesses, and non-profit organizations. The firm is dedicated to providing personalized financial strategies that meet the unique needs and goals of each client.
Fees & Compensation:
Cornerstone Family Office, LLC operates on a fee-only basis, meaning that their compensation comes solely from the fees paid by their clients. This ensures that the firm always acts in the best interest of their clients and avoids any conflicts of interest.
Background:
Cornerstone Family Office, LLC was founded on the principle of providing unbiased and independent financial advice to clients. The firm takes a comprehensive approach to financial planning and has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Cornerstone Family Office, LLC is required to disclose any potential conflicts of interest to their clients. This includes any relationships with outside companies or financial institutions that may influence the advice and recommendations given to clients. The firm takes these disclosures seriously and always puts the best interests of their clients first.