Cornerstone Family Office, LLC

Overview

Cornerstone coordinates financial planning, estate planning, tax planning and preparation, investment reporting, philanthropy planning, trust administration, and related family-office support.²

History

Catherine G. Veres, CPA/PFS, CFP®, founded Cornerstone Family Office in 2001 and serves as its founding principal and president, overseeing the firm’s management.³

Leadership

Carrie A. Rosko, CPA/PFS, MTax, AEP®, is principal and senior vice president. She joined Cornerstone as a principal and vice president in 2001. Directors include Mindy J. Pritchard, CPA, CFP®, MSA, and Carrie Beth Lang, CFP®, EA.³

Services

Cornerstone’s financial planning reviews a client’s net worth, investment portfolio, income tax situation, and cash flow, with regular updates to the plan. Its investment reporting addresses asset allocation, diversification, performance, and fees, while helping clients select investment managers and adjust allocations.²

Philanthropy planning may include charitable strategy, arranging gifts, and forming, operating, and managing charitable trusts and private foundations. Trust administration can cover accounting, asset allocation and strategy, reporting, beneficiary distributions, and tax compliance for personal and charitable trusts.²

Additional support includes bill paying, insurance policy reviews, financing arrangements, coordination with other professional advisers, and specialty services.²

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance

Client Focus

The firm reports that many client relationships span more than 10 years, with some extending beyond 30 years and across multiple generations. Cornerstone welcomes collaboration with clients’ existing investment advisers, attorneys, and other professional service providers.⁴

Approach

Cornerstone describes retainer relationships built around frequent meetings and conversations, a low client-to-professional ratio, and ongoing attention to family dynamics and changing priorities. The firm reports that its senior staff collectively have more than 100 years of experience serving wealthy clients and their families, with CPA, CFP®, and PFS credentials represented.⁴

Assets and Minimums

Cornerstone reports no specific minimum or maximum wealth threshold. It says its services are often especially beneficial for families with wealth above $20 million and that it serves families with wealth exceeding $500 million. Fees are generally set through quarterly retainers, with hourly arrangements and occasional fee-sharing structures also available; retainers are reviewed annually.⁴

Cornerstone states that it is a registered investment adviser with the Ohio Division of Securities for its client bill-paying service. A current adviser information report lists Cornerstone Family Office, LLC as Catherine Gale Veres’s employer and shows her investment adviser representative registrations approved in Ohio and Florida.⁵

FAQs

Related resources

• LocationMultifamily offices in Ohio

  This Ohio directory helps families compare multi-family office options by location and service focus. A Mayfield Heights reader can use it to frame questions about financial planning, tax work, estate planning, philanthropy, administration, bill pay, and insurance support before speaking with a firm.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related estate decisions. These materials can help a wealthy family or business owner prepare questions about estate planning, tax planning, philanthropy, and how ongoing administration may fit into a private office relationship.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multi-family offices differ from single-family offices and virtual family offices. It gives families a way to consider privacy, staffing, technology, shared costs, and service scope when deciding what type of arrangement may suit their Ohio-based financial and administrative needs.

• GuideOutsourced CIO vs multifamily office

  The CIO comparison outlines differences between hiring an outsourced investment chief and working with a multi-family office. Business owners and families can use it to separate investment oversight from broader needs such as tax planning, estate planning, insurance, philanthropy, bill pay, and household administration.

• Similar firmsCM Wealth Advisors LLC
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  Trust Company Family Offices

  Profiles of CM Wealth Advisors LLC, Fairway Wealth Management, and Trust Company Family Offices provide additional points of comparison on MultifamilyOffices.com. Reviewing their listed locations, services, and client focus can help an Ohio family or business owner organize questions about planning, administration, risk management, and family office structure.

Sources

1. Cornerstone Family Office
2. Cornerstone Family Office Services
3. Cornerstone Family Office Our Team
4. Cornerstone Family Office FAQ
5. Investment Adviser Information Report

Claim or correct this profile

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.