Comprehensive Wealth Management for
Ultra-High-Net-Worth Families in New York
Wealth Management and Family Office Services in New York
For more than two decades, Certuity has provided wealth management and family office services to high-net-worth and ultra-high-net-worth families in New York.
From our Midtown Manhattan office near Grand Central, our team provides comprehensive wealth management, advanced tax strategy, estate planning, and access to institutional-quality alternative investments.
We coordinate every dimension of your financial life so you can focus on what matters most.
Start your journey with a trusted financial advisor
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Wealth Management in New York
Our New York City office is located in Midtown Manhattan, just steps from Grand Central. We serve high-net-worth individuals and families throughout the New York metropolitan area, including Manhattan, Brooklyn, Westchester, Greenwich, and the greater Tri-State region.
Whether you’re a financial executive exploring investing in alternatives, a business owner anticipating a liquidity event, an early tech employee managing a concentrated stock position, or a family planning a multi-generational wealth transfer, our team provides personalized, fiduciary guidance.
We coordinate closely with New York-based tax advisors, estate attorneys, and CPAs to deliver a comprehensive approach tailored to New York's unique tax landscape.
The Certuity Difference
Expertise – Our team specializes in complex wealth situations: business owners preparing for exits, executives managing concentrated positions, families developing multi-generational estate plans. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax mitigation strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities.
Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.1
Founders & Executives
Exit & Liquidity Planning – Position yourself for the strongest possible exit from pre-sale planning to post-sale wealth management.
Executive Compensation –Understand and manage your equity including RSUs, stock options, and deferred compensation strategies.
Concentrated Positions – Manage concentrated positions with tax‑efficient diversification strategies designed to support long‑term financial objectives while considering risk.
UHNW Families
Family Office – Comprehensive wealth management for ultra-high-net-worth families: consolidated reporting, coordination with CPAs and estate attorneys, and concierge services.
Estate Planning –We work with clients and their estate attorneys to implement trusts, entities, and gifting strategies intended to support wealth planning objectives across generations.
Philanthropic Impact – Support causes you care about while reducing estate taxes through donor-advised funds, private foundations, and other charitable vehicles.
Sophisticated Investors
Investment Management – Experience a portfolio and roadmap that is tailor-made to your goals and view your complete financial picture in real time.
Advanced Tax Strategies – Minimize taxes and maximize wealth by offsetting ordinary income, generating recurring tax benefits, and deferring capital gains taxes.
Alternative Investments – Access curated private opportunities spanning hedge funds, venture capital, private equity, private credit, and more.
Frequently Asked Questions
What wealth management services does Certuity offer in New York City?
Our New York City team provides comprehensive wealth management, family office services, tax strategy, estate planning, alternative investments, and executive compensation planning for high-net-worth and ultra-high-net-worth individuals and families. We serve clients throughout Manhattan, the broader NYC metro area, and the Tri-State region.
How is Certuity different from other wealth management firms in New York?
We combine boutique, high-touch service with institutional-quality capabilities. Through our partnerships with accomplished asset managers, we provide access to alternative investments spanning venture capital, private equity, hedge funds, and private credit.
Does Certuity work with business owners and executives?
Yes. Our team specializes in executive compensation planning, including RSUs, stock options, and deferred compensation strategies. We coordinate tax-efficient diversification strategies for concentrated stock positions and provide comprehensive guidance around liquidity events such as IPOs and acquisitions.
Why should I choose Certuity?
Certuity is led by entrepreneurs and professional investors who understand wealth creation firsthand. Our team specializes in the complex financial situations that New York professionals and business owners face, from concentrated equity positions and liquidity events to multi-generational estate planning in a high-tax state. As a fiduciary, we are legally obligated to act in your best interests.
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.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The Forbes Top RIAs ranking was given on October 1, 2025 and was created and tabulated by Forbes and Shook Research. The ranking was formulated based on the period of October 2024 - October 2025.
- The Barron’s Top 1,200 Advisors ranking was given for the years of 2014 - 2024 and was created and tabulated by Barron's. In 2025, the ranking was given on March 11, 2024 and was formulated based on the period of March 2024 – March 2025.