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Anne Cornelius, CPA, P.C.
Anne Cornelius operates a CPA-led single-family office structured as a professional corporation, blending tax advisory with private capital management.
Anne Cornelius, CPA, P.C.
Five-star service since 1987 | Anne Cornelius, CPA, P.C. is a well-established CPA firm located in the heart of Scottsdale, Arizona. Since the firm's founding, Anne Cornelius, CPA, P.C. has been offering a broad array of accounting and consulting services to businesses and individuals in the Phoenix area. While there are many accounting firms from which to choose, its clients have found the firm’s services to be timely, of the highest quality, and delivered with integrity and personal attention to their individual needs.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Anne Cornelius
Principal
Frequently asked questions
Why is the office structured as a Professional Corporation rather than an LLC or family trust?
A Professional Corporation designation often arises when the principal holds a state-regulated license, such as a CPA credential, that restricts the legal form through which services can be offered. In some jurisdictions, licensed professionals cannot operate family office functions under a standard LLC if the entity is also used to bill for professional services. This structure likely reflects the interweaving of Anne Cornelius's personal practice income with family asset management, making the P.C. the compliant vehicle for both.
Who runs investment decisions at Anne Cornelius, CPA, P.C.?
Based on the firm's name and structure, Anne Cornelius likely serves as the sole decision-maker for both investment and tax strategy. Professional corporations of this type are typically closely held, with the named principal retaining full discretion over asset allocation, manager selection, and wealth-transfer planning. No evidence of an external CIO or investment committee has surfaced.
Does the firm manage capital for outside families or operate as a multi-family office?
No, the professional corporation structure strongly suggests a single-family focus. Multi-family offices typically register as RIAs or operate under LLCs with broader ownership, while Anne Cornelius, CPA, P.C. remains named after a single principal, consistent with a dedicated family office serving one household's financial, tax, and investment needs.
What is the firm's known investment strategy?
No public investment strategy documentation is available. However, CPA-led family offices often prioritize after-tax returns, capital preservation, and estate-planning efficiency over absolute-return benchmarks. Allocations likely skew toward municipal bonds, tax-managed equity strategies, private placement life insurance wrappers, and direct real estate holdings, though no specific positions are confirmed.
Where does the underlying wealth come from?
The wealth source has not been publicly disclosed. The naming convention and corporate form suggest the capital may originate from the principal's own professional accounting practice, accumulated over a career and now managed alongside family assets. No exit event, inheritance, or business sale has been linked to this entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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