CORNERSTONE FAMILY OFFICE, LLC

Overview

Cornerstone Family Office, LLC is organized as a limited liability company and operates as an independent registered investment adviser owned by an individual. The firm serves individual and family clients, describes itself as a capital allocator and provides financial planning and manager-selection services. Its fee model includes hourly charges, fixed fees and other fee arrangements rather than relying solely on asset-based fees. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser. It is not newly formed, does not act as a pension consultant, and is not listed as a related adviser. Industry affiliations include relationships with other investment advisers and accounting professionals, which aligns with its stated activity of selecting third-party advisers for client portfolios.

Assets & Accounts

Investments & Alternatives