Cornerstone Family Office provides personalized financial counseling services to individuals with complex financial situations. Cornerstone meets with clients to determine their goals, objectives, and family dynamics. They develop a tailored financial plan that analyzes the client's present cash flow, balance sheet, and income tax situation. Cornerstone also assists with investment reporting, estate planning, tax preparation and planning, and charitable planning. A distinguishing feature is their attention to follow-up, with action plans generated and monitored after each meeting.
Fee Structure
Cornerstone Family Office does not manage client assets directly. They assist clients in selecting investment managers and review client investment portfolios in conjunction with an asset allocation. They will also evaluate investment proposals presented to the client by third parties.