Cornerstone Family Office is a privately held, fee-only Multi-Family Office serving a select group of highly successful individuals and families of exceptional wealth. By providing a complete range of Wealth Administration and Financial & Lifestyle Concierge services, we play a critical role in helping our clients manage their diverse wealth and simplify their exceedingly complex lives. Clients rely on us for our independent, unbiased perspective and personalized service to give them peace of mind, knowing someone is actively watching over their assets and monitoring the day-to-day management of their affairs. As a result, our clients are free to focus more of their time and attention on the things that matter to them the most; their family, their business and their community.
Bryn Mawr, PA
Wealth Administration, Financial Reporting, Advisor Coordination, Bill Payment, and Concierge Services