Sullivan & Serwitz offers a multi-disciplinary approach to providing investment and financial counsel to its affluent clientele. Modeled after a traditional family office, we assist clients in the strategic integration of investment, estate, and retirement planning as well as asset protection techniques. The firm was acquired by Cerity Partners in January, 2020.
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Sullivan & Serwitz is a multi family office (mfo) based in Los Altos, United States, managing approximately $40.0B in assets.
Sullivan & Serwitz is headquartered in Los Altos, United States.
Sullivan & Serwitz manages approximately $40.0B in assets under management.
Sullivan & Serwitz was founded in 1989.
Sullivan & Serwitz focuses on Investment Funds, Long-Term Investments, Long/Short Equity, Asset Disposition, Multi-Asset Investing, Wealth & Estate Planning, Retirement Planning, Legal & Tax Services.
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