Company Information

Get to know Cornerstone Family Office, LLC

Cornerstone Family Office, LLC is an independent advisory firm structured as a multi-family office, dedicated to serving a select group of high-net-worth families. The firm's mission is to act as a trusted advisor, helping clients navigate the complexities of significant wealth by offering objective, fee-only advice. They provide integrated wealth management solutions that encompass investment management, estate and tax planning, risk management, and philanthropic strategies, coordinating all aspects of their clients' financial lives.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Cornerstone Family Office, LLC

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.