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Multi-Family OfficeRIA · CRD 120053

Updated:

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

Private EquityFund of FundsPhilanthropic / Mission-Related Investing

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