Built on Legacy.
Designed for Today's
Complex Wealth.
Certuity is a bespoke multifamily office dedicated to helping families preserve, grow, and transfer wealth with confidence across generations.
Are you a financial advisor?
Jack Nicklaus and Certuity Partner Gary Nicklaus at the 1973 PGA Championship
Chosen by Families. Recognized by the Industry.
Barron’s
Top 1,200 Advisors
Forbes
America’s Top RIA Firms
Forbes
Best-In-State Wealth Advisors
Financial Advisor
RIA Survey & Ranking
Assets under advisement
as of 7/31/26
Family office CFO clients
as of 8/12/26
Years managing
private investments
as of 8/12/26
Private funds
managed for clients
as of 8/12/26
Disclosures
1. Several advisors have featured over time. In 2026, it was awarded on 3/20/26 for data as of 9/30/25. Rating developed by Barron’s.
2. Certuity was recognized in 2023, 2024, and 2025. In 2025, it was awarded on 10/1/25 for data as of March 2025. Rating developed by SHOOK Research.
3. Several advisors have featured over time. In 2026, it was awarded on 4/27/26 for data as of 6/30/25. Rating developed by SHOOK Research.
4. Certuity has been recognized for twelve consecutive years. In 2026, it was awarded on 7/10/26 for data as of 12/31/25. Rating developed by FA Magazine.
The Modern Multi-Family Office for Ultra High-Net Worth Families & Advisors.
A True Multi-Family Office
Built for ultra-high-net-worth families. We deliver institutional scale with highly personalized service.
15+ dedicated family office relationships
Boutique with Institutional Reach
Access custom-vetted alternative investments and advanced multi-strategy tax solutions engineered around your exact interests.
60 private funds diligenced. Negotiated institutional pricing
Technology for Complex Wealth
Command your financial landscape through our proprietary platform, providing a single, integrated view to optimize complex wealth.
Consolidated financial reporting for wealthy families
Built Around Four Types of Financial Complexity
Founders
Helping business owners navigate growth, complexity and generational wealth.
Multigenerational Families
Preserving wealth while preparing future generations.
High-Income Professionals
Coordinating investments, tax planning, and long-term financial strategy.
Executives & Early Employees
Navigating equity compensation, liquidity events, and tax exposure.
Elevate Your Practice to a Tech-Forward Multi-Family Office.
Family Office
Every Discipline a Complex Family Needs.
Certuity integrates wealth management, tax strategy, private investments, and legacy planning into a single, proactive practice — for families whose complexity demands more than a piecemeal approach.
Your Personal CFO.
One Unified Portfolio.
Certuity acts as a family’s personal CFO. We coordinate investment decisions alongside tax, estate, and liquidity needs rather than managing a portfolio in isolation. Our open-architecture approach means recommendations are built around each family’s specific goals, not a fixed product set, and every decision is held to a fiduciary standard.
Turn Tax Complexity Into Opportunity.
We build custom, proactive tax mitigation strategies in coordination with your investment strategy to help meaningfully reduce tax liability in today’s shifting tax landscape. Our advanced strategies may help offset W-2, business, and passive income, diversify out of concentrated stock positions tax-efficiently, and pursue tax benefits through long-short tax-loss harvesting.
Proactive Planning for Peace of Mind.
We take a holistic, proactive approach to legacy planning, with a particular focus on mitigating estate taxes. We model scenarios and work in close coordination with families’ estate planning attorneys to help you see what’s ahead and act on it early. The result: informed decision-making today, and peace of mind for generations to come.
Curated Private Investments, Managed for Your Family.
We manage private investments as part of a coordinated strategy, not as isolated deals. Our dedicated team sources, diligences, and monitors opportunities, sizing it against your public holdings, liquidity, and tax position. Through ALTS+, every investment is consolidated into one integrated view, providing a complete picture of your wealth, and a single framework to manage it.
Private Investments
Distinct Opportunities. Rigorous Diligence.
Curated private market strategies spanning private equity, private credit, real estate, and specialized alternative investments.
Bespoke & Diversified
Our proprietary platform ALTS+ provides a stream of bespoke opportunities across private equity, venture, credit, real estate, and professional sports, including direct deals and co-investments, and actively source opportunities around clients’ interests.
Rigorous Diligence
We rigorously diligence opportunities – manager track record, deal structure, alignment of interests, risk – before presenting them and monitor performance, portfolio construction, and risk exposure.
Competitive Economics
Reduced minimums, fee structures designed to be competitive, and consolidated tax reporting contribute to a portfolio you can actually access and hold.
Private Equity
Selective exposure to established buyout managers, including sector-focused strategies that may not be broadly available to individual investors
Private Credit
Income-oriented opportunities, including direct lending and opportunistic credit
Venture Capital
Strategies across investment stages and sectors, through both direct and secondary exposures
Real Estate
Exposure to value-add, development, and income-producing strategies across equity and credit
Private Infrastructure
Exposure to infrastructure assets and related businesses supporting the AI and energy transition
Specialized Alternatives
Select thematic and opportunistic strategies, including professional sports, direct investments, and co-investments
About Certuity+
Your Complete Financial Life.
Certuity+ brings together your investments, banking, documents, properties and trusted advisors into one secure experience. It gives you a complete view of your financial life, even across assets we don’t directly manage for you.
One View, Consolidated
See your entire financial picture in a single place, from investments and banking to real estate and insurance.
Designed Around Your Life
Securely access the information you need, quickly, securely and from anywhere, giving you more time to focus on what matters.
Simplified Collaboration
Securely share the right information with your advisors, attorneys, and family members, keeping everyone aligned while maintaining complete control.
Document Vault, Secured
Access trusts, insurance policies, tax documents, and estate plans, and other critical documents organized whenever you need them, all in one protected place.
Accurate Visibility & Projection
Track your net worth, liquidity, cash, and investments while gaining forward-looking insights to support long-term financial decisions.
Personalized Investment Experience
Monitor both public and private investments through a unified experience, with reporting and insights tailored to your family’s goals and long-term strategy.
Our team, your goals
Experienced Advisors.
Personally Invested in Every Relationship.
Brian O’Neil, CFP®, CEPA®
Managing Director
Cameron V. Doty, CFP®
Director
Constantine S. Hatzivassiliou, CEPA®
Partner
Garrett Alton, ChFC®, CLU®, CEPA®
CHIEF GROWTH OFFICER
Giuliano Celle
Managing Director & Head of Institutional Wealth
Harrison Page, CAIA
Director of alternative investments
Jayson J. Brown, CFP®
Partner
Mariia Eroshin, CFA, CPA, CFP®, MBA, JD
Partner
Mark P. Purcell, CEPA®
Director
Mark H. Udis
Partner
Michael D. Nunnally, CFP®
Director
One Relationship.
Every Aspect of Your Financial Life.
help your family approach life with certitude.
