Cerity Partners is a multi-family office whose family office services range from full financial management to helping a family set up and coordinate its own office. Affluent families find that a dedicated office such as Cerity Partners helps them manage the challenges and opportunities of prosperity. Services include: - Family office governance, education and succession planning - Financial planning and cash flow analysis - Goals-based investment management - Asset protection and risk management - Estate and charitable gift planning - Tax planning and preparation
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Cerity Partners is a multi family office (mfo) based in New York, United States, managing approximately $161.7B in assets.
Cerity Partners is headquartered in New York, United States.
Cerity Partners manages approximately $161.7B in assets under management.
Cerity Partners focuses on Joint Venture/Partner, Philanthropy, Real Estate - General, Travel Accommodations & Tourism, Charitable Investments, Concierge Services, Wealth & Estate Planning, Trust Management.
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