SAN FRANCISCO
Comprehensive Wealth Management for High-Net-Worth Bay Area Families
Our team in San Francisco provides comprehensive guidance to high- and ultra-high-net-worth investors, business owners, executives, and families. We coordinate all aspects of your wealth—investment management, tax strategy, estate planning, alternative investments, and family office services—to support a cohesive approach.
Start your journey with a trusted financial advisor
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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.
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.
San Francisco Bay Area
Our Bay Area office is located in Mountain View. It’s a short drive from San Francisco and easily accessible from Palo Alto, Los Altos, and the greater South Bay.
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.
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.
- 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 recognition was issued April 3, 2024 and applies to April 2024 – April 2025.
- The recognition was issued March 10, 2024 and applies to March 2025 – March 2025.
- 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.
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