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Cornerstone Family Office
Catherine G. Veres established Cornerstone Family Office as a multi-family office serving clients in Ohio and Pennsylvania. The firm supplies bill-paying,...
Overview
Catherine G. Veres established Cornerstone Family Office as a multi-family office serving clients in Ohio and Pennsylvania. The firm supplies bill-paying, planning, and confidential administration to families including the Fowlers, Novaks, Ames, and Benjamins. Cornerstone allocates client capital through fund-of-funds commitments, direct private-equity positions, and philanthropic vehicles. It maintains no proprietary products and records no public co-investments or named holdings. Activity remains confined to North America. The firm lists 1,274 million dollars in assets under administration. It operates a second office in Bryn Mawr and holds memberships in the AICPA, Ohio Society of CPAs, and Estate Planning Council of Cleveland. No operational changes have been recorded in the past twenty-four months. Cornerstone separates its service mandate from investment management, allowing families to retain external managers while the office handles only administration and reporting.
General information
Firm type
Multi Family Office
Year founded
2006
Location
Region
North America
Country
United States
City
Mayfield Heights
Corporate office
5900 Landerbrook Drive, Suite 200, Mayfield Heights, OH 44124, United States
Additional offices
40 Morris Ave, Suite 301, Bryn Mawr, PA 19010, United States
Principals
Catherine G. Veres
Founding Principal and President
Sector focus
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