Cornerstone Family Office
Overview
Cornerstone Family Office is an independent multi-family office that offers comprehensive financial services tailored to the unique needs of wealthy individuals and their families. Their services encompass financial planning, estate planning, tax planning, investment reporting, and philanthropy planning, all designed to safeguard and enhance client wealth. The firm's team comprises experienced professionals, including trust managers, CPAs, lawyers, CFAs, economists, corporate governance specialists, family business consultants, portfolio managers, and insurance experts. This diverse expertise enables Cornerstone to provide holistic wealth management solutions, legacy planning, corporate consultancy, tax and legal services, education and training, and lifestyle and entertainment services. Established in 2001, Cornerstone Family Office has built a reputation for its commitment to client success, with many clients maintaining relationships spanning over 30 years. Their approach emphasizes attentive listening and thoughtful advice, ensuring that each client receives personalized and timely recommendations to achieve their financial goals.
Portfolio Companies
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Frequently asked questions about Cornerstone Family Office
What sectors does Cornerstone Family Office invest in?
Cornerstone Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Bryn Mawr, United States. Cornerstone Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Cornerstone Family Office invest at?
Cornerstone Family Office backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Cornerstone Family Office invest in?
Cornerstone Family Office invests across United States.
What companies has Cornerstone Family Office invested in?
Cornerstone Family Office's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, SpaceX and Airbnb.
How do I contact Cornerstone Family Office?
Cornerstone Family Office's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
