Cornerstone Family Office, Inc.

Cornerstone is a multi-family office that functions like your family business CFO. If you draw up the org chart of your family’s multiple business relationships and it looks like a spider web of direct reports, you’re running on a treadmill while someone else keeps turning up the speed. By inserting a CFO into the family business structure, you have only one direct report, Cornerstone Family Office OUR PROCESS Each Family Office client is unique, so the process required to meet specific family needs is different from client to client. This part of who we are is more art than science. The initial engagement results from a thorough due diligence meeting, where a thorough discovery process is completed. The fundamental components of the process include: Comprehensive Financial Plan Family Business Plan Review, Succession Plan or Business Exit Plan Risk Management Review including all business, property, personal liability, income replacement and estate tax replacement issues. Wealth Transition Strategy including asset protection trusts, charitable trusts, and multi-generational trusts if applicable Investment Portfolio Review. Performance reporting is integrated with Financial Plan Document Storage and Retrieval. All documents are stored on secure web portal with access controlled for each professional working with the family.

Address: 1808 Aston Avenue, No. 150 Carlsbad, CA 92008, USA

Phone: +1 760 476 2772
FAX: