Family Office Services for Ultra High Net Worth Families
Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. As an industry-ranked wealth management firm and multi-family office, we specialize in guiding entrepreneurs, executives and family offices toward realizing their financial potential. Our approach targets real results. We empower our clients to achieve their goals today, secure their future tomorrow and build a legacy that lasts for generations.
Family office financial guidance
The Certuity Difference
Invested in Your Best Interests – As fiduciaries, we act in our clients’ best interests. Our relationships are founded on trust, transparency and a high standard of care.
Objective Advice – Because we’re independently owned by our employees and ultra-high-net-worth families, we have no requirement to recommend products that are not in your best interest. Instead, our advice is objective and tailored to you.
Access – Our deep network of institutional asset managers offers opportunities across traditional, alternative and private investments.
We offer:
Family-level financial reporting
Tax and estate planning
Philanthropy
Family governance
Liquidity and cash flow planning
Investment strategies
Private investment due diligence
Consolidated reporting
Evaluations of insurance coverage and entity structures
We do this by:
Crafting thoughtful multi-generational estate planning
Providing comprehensive income tax strategies and coordination
Identifying risks and recommending asset protection and management
Partnering with existing CPAs and Estate Attorneys
Tactical and strategic analysis aimed at reducing potential exposure
Giving strategic guidance, intricate planning, and oversight of development
Advanced Tax Strategies
Concentrated stock positions, high income, and liquidity events can create significant tax challenges. Our advanced strategies are designed to help you tax-efficiently transition concentrated stock, offset ordinary income and capital gains, and optimize tax-loss harvesting.
Leadership You Can Trust
We don’t just talk about excellence—we’re ranked for it.
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
- 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.