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Cerity Partners Family Office
Multifamily office listing in New York, New York, United States.
- SEC-registered
- Headquarters
- New York, NY
- Regulatory AUM
- $21.1 billion
- Employees
- 61
- SEC CRD
- 151916
Cerity Partners Family Office is the family-office practice of Cerity Partners, coordinating wealth management, planning, investment oversight, and lifestyle support for affluent families.1
Overview
The practice positions itself as a central hub that coordinates with a family’s other professional advisors. It begins engagements by reviewing trusts, LLCs, financial relationships, priorities, goals, and responsibilities, then develops a customized client report and action plan.1
Leadership
Andrew Cooper and Justyn Volesko are Partners and Co-Heads of Family Office. Other named family-office leaders include Jennette Brilliant, Jillian Lam, Evan Vulgamore, and Nicole Fox. Cerity Partners identifies Kurt Miscinski as Partner and Chief Executive Officer.12
Services
Family-office planning covers legacy planning, income-tax strategies, estate planning, trust and fiduciary oversight, risk management, philanthropy, family governance, and next-generation education.1
Investment services include diversified portfolios tailored to family objectives, broad asset access, performance benchmarking, and transparent reporting. The related OCIO business provides outsourced chief investment officer services and manages accounts on a discretionary basis.13
Concierge support includes bill payment, real-estate logistics, household-employee administration, art advisory, security, and oversight of private planes, boats, and cars.1
What the firm offers
- Tax planning
- Estate planning
- Trust and fiduciary
- Philanthropy
- Family governance and education
- Administration and bill pay
- Risk and insurance
Client Focus
The family-office page says its services are intended for individuals with at least $25 million in investable assets.1
Cerity Partners OCIO LLC’s directory record lists portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutions, along with selecting other advisers. The SEC identifies the firm under CRD number 151916 and lists it as a registered investment adviser.34
Approach
Cerity Partners describes its approach as personalized, transparent, proactive, and centered on adapting advice to each family’s evolving goals.1
The firm reports that OCIO fees may be structured as a flat management fee or as management and incentive fees tied partly to performance above a benchmark.34
Assets and Minimums
The directory record reports approximately $21.1 billion in regulatory assets under management as of March 31, 2026.4
The OCIO relationship summary says retail investors generally must maintain at least $10 million in an account.3
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $1.1 billion | $1.1 billion | $0 |
| 2017 | $1.4 billion | $1.4 billion | $0 |
| 2018 | $1.8 billion | $1.8 billion | $0 |
| 2019 | $2.2 billion | $2.2 billion | $0 |
| 2020 | $3.1 billion | $3.1 billion | $0 |
| 2021 | $3.7 billion | $3.7 billion | $0 |
| 2022 | $4.8 billion | $4.8 billion | $0 |
| 2023 | $4.6 billion | $4.6 billion | $0 |
| 2025 | $17.3 billion | $17.3 billion | $0 |
| 2026 | $21.1 billion | $21.1 billion | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $660,314 |
| 2019 | $663,390 |
| 2020 | $838,016 |
| 2021 | $971,739 |
| 2022 | $1 million |
| 2023 | $1 million |
| 2025 | $347 million |
| 2026 | $503 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 2 |
| Investment companies | 1 |
| Pooled investment vehicles | 1 |
| Charities | 38 |
| Year | Employees |
|---|---|
| 2016 | 97 |
| 2017 | 91 |
| 2018 | 116 |
| 2019 | 123 |
| 2020 | 129 |
| 2021 | 141 |
| 2022 | 160 |
| 2023 | 169 |
| 2025 | 60 |
| 2026 | 61 |
Ranks #5 of 22 SEC-registered firms in NY on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 151916. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What does Cerity Partners Family Office do?
It coordinates wealth management, family planning, investment oversight, and concierge services through a central hub that works with a family’s other professional advisors.1
Who leads the family-office practice?
Andrew Cooper and Justyn Volesko are Partners and Co-Heads of Family Office. Named family-office leaders also include Jennette Brilliant, Jillian Lam, Evan Vulgamore, and Nicole Fox.1
What family wealth level does the practice serve?
The family-office page says its services are intended for individuals with at least $25 million in investable assets.1
Related resources
- LocationMultifamily offices in New York
This New York directory helps families compare multifamily office providers, service mixes, and regional options. It gives a reader considering Cerity Partners Family Office a broader frame for assessing tax planning, estate planning, fiduciary work, and family administration needs in the area.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and estate planning topics. A business owner or family can use these materials to prepare questions about Cerity Partners Family Office services, including trust and fiduciary support, tax planning, philanthropy, and continuity across generations.
- Network siteFamilyOfficeDatabases.com
FamilyOfficeDatabases.com provides directories of family offices and investors for readers researching the market. Families considering Cerity Partners Family Office can use the listings to identify other firms serving affluent households, compare stated specialties, and understand how investment oversight fits within broader family office services.
- GuideMultifamily office fees
This fee guide explains common ways multifamily offices may charge for advice, administration, investment oversight, and related support. Families reviewing Cerity Partners Family Office can use it to organize cost questions across tax, estate, fiduciary, insurance, bill pay, and governance services.
- Similar firmsBessemer Trust
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Ehrenkranz PartnersProfiles of Bessemer Trust, Collaborative Capital Advisors LLC, and Ehrenkranz Partners offer comparison points for families reviewing similar providers. Readers can examine differences in stated services, client focus, and planning approach alongside Cerity Partners Family Office's work in wealth management, governance, philanthropy, and administration.
Sources
- Cerity Partners Family Office
- Cerity Partners About
- Cerity Partners OCIO LLC SEC Relationship Summary
- Cerity Partners OCIO LLC SEC Form ADV
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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