Cornerstone Family Office, LLC

Overview

Cornerstone Family Office, LLC is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm describes itself as a family office-style advisor and functions as a capital allocator, using its advisory role to coordinate planning and to select outside managers and specialists on clients’ behalf. Core advisory activities reported are financial planning and the selection of other advisers. Billing is not asset-based; the firm uses hourly and fixed-fee arrangements (and other non-discretionary fee models), which aligns with a planning- and advice-focused practice rather than a traditional asset-management-for-fees model. FINTRX lists industry relationships with another investment adviser and an accountant.

Assets & Accounts

Investments & Alternatives

Location & Offices