Wealth Management for Attorneys
The Financial Advisory Firm for High Net Worth Business Leaders ($2M or more)
Managing substantial wealth comes with opportunities—as well as complexities. If you’re reading this, you’ve likely realized that traditional advisors aren’t specialized in the advanced tax, estate, and investment strategies required to optimize your wealth.
At Certuity, we go beyond cookie-cutter financial advice. We act as your trusted strategic partner. We aim to build and preserve your wealth for you and your family with the deep expertise and high-touch service of a family office.
If you’re a business leader searching for a customized, sophisticated, and boutique approach to your wealth, Certuity is for you.
Sophisticated Wealth Strategies Tailored to You
We don’t offer generic advice. We craft a fully customized wealth strategy for you and your family.
- Financial Planning – Rigorous roadmap designed for long-term security and growth
- Investment Management – Tailor-made portfolios customized to your goals
- Tax Strategy – Strategies to maximize wealth preservation
- Estate Planning – Structure your wealth for future generations
- Exit & Liquidity Planning – Guidance at every stage from growth to sale to transition
- Cash Flow Management – Optimize cash reserves in balance with long-term goals
- Private Investments – Curated opportunities not typically available to individual investors
- Family Office – Comprehensive wealth management for UHNW families
- Philanthropy – Maximize charitable impact in alignment with your legacy
Office Leadership
Mariia Eroshin is a Partner of Certuity. She has over 20 years of experience working with business leaders, ultra-high-net-worth families, foundations, endowments, and family offices.
Mariia is experienced in delivering comprehensive and sophisticated advice to individuals such as founders, entrepreneurs, and executives in the tech industry as well as attorneys and law partners. She has her CFA, CPA, CFP®, and MBA and has taught courses on topics like alternative investments and private equity, venture capital, and hedge fund due diligence as an Adjunct Faculty member at the University of San Francisco.
Seven Strategies to Keep Your Money After A Liquidity Event
We put together seven critical strategies that every business owner facing a liquidity event needs to know. Strategies that will keep your wealth working for you—instead of vanishing into the abyss of bad planning, bad investing, and bad decisions.
Industry-Ranked Advice
- The recognition was issued October 8, 2024 and applies October 2024 through October 2025.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.