Family Office - Multi • New York, United States

Cerity Partners

Cerity Partners is a family office - multi based in New York, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Family Office - Multi
Investor Type
New York, United States
Headquarters
About

Cerity Partners

Our family office services span the spectrum from full financial management to helping you establish and coordinate your own office. Affluent families have found that a dedicated family office like Cerity Partners helps them effectively manage the challenges and opportunities that come with prosperity.We offer:- Family office governance, education and succession planning- Financial planning and cash flow analysis- Goals-based investment management- Asset protection and risk management- Estate and charitable gift planning- Tax planning and preparation

Investment Focus

What Cerity Partners Invests In

Investment types: Joint Venture/Partner, Philanthropy

Sectors & themes: Travel Accommodations & Tourism, Charitable Investments, Concierge Services, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Diversified Finance Consulting, Retirement Planning, Multi-Asset Investing, Investment Management, Fund of Funds, Capital Markets High-Level Sectors, Tourism & Hospitality, Non-Profit, Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: United States, United Kingdom, Emerging Markets, Europe, Canada, Australia/New Zealand, Asia/Pacific, Africa, Global, Latin America

Location: 335 Madison Ave\nNew York\nNew York\n10017\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.