Cornerstone Family Office, LLC

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Client assets under management

Clients

100% high-net-worth

Advisors

of 11 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

Cornerstone Family Office serves a small roster of high‑net‑worth individuals and their related entities, including trusts, estates, charitable organizations, and business entities. The firm provides personalized financial counseling that includes tax preparation and planning, estate and charitable planning, investment reporting and coordination, and administrative services such as bill paying and cash management.

Cornerstone develops tailored financial plans based on client goals and family dynamics, issues documented action plans after meetings, and conducts at least annual reviews with ongoing monitoring of implementation. The firm does not manage client assets directly; instead it assists clients in selecting, overseeing, and reporting on third‑party investment managers and participates in manager interviews while clients retain final selection and custody.

Several of the firm’s principals are Certified Public Accountants, and Cornerstone reports that income, estate, and gift taxation consume a substantial portion of its advisory time, reflecting a tax‑focused practice. The firm is affiliated with other investment advisers and an accounting practice, discloses fee‑sharing arrangements with recommended managers, and generally does not employ percentage‑of‑assets fees or serve non‑high‑net‑worth individual clients.

Client services

Financial planning Selection of other advisers

Expertise

General tax planning General estate planning guidance Charitable giving & philanthropy

Fee options

Project-based

Hourly fees range from $65 to $415 per hour

Other

Minimum fee: Fixed fees range from $1,200 to $22,500 per quarter Fee-only: Fixed fees negotiated with clients; hourly fees range from $65 to $415 per hour

Main office location

Cornerstone Family Office, LLC

5900 Landerbrook Drive, Suite 200

Mayfield Heights OH 44124, United States

Number of offices

Most active in

Florida · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 440-460-0460

Advisors at this firm

Carrie R

PFS™, Series 65

Mayfield Heights, OH

Cornerstone Family Office, LLC

Carrie Rosko is a financial advisor at Cornerstone Family Office, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cornerstone Family Office since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities by providing comprehensive family office services including financial and estate planning, tax preparation and planning, and administrative support. The firm does not manage assets directly but develops tailored financial plans and assists clients in selecting third-party investment managers while focusing significantly on income, estate, and gift tax work.

General tax planning General estate planning guidance Charitable giving & philanthropy

Catherine V

CFP®, PFS™

Mayfield Heights, OH

Cornerstone Family Office, LLC

Catherine Veres is a CFP® and PFS™ with 22 years of experience in financial advising. She has been with Cornerstone Family Office, LLC since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities, providing comprehensive family office services such as financial and estate planning, tax preparation and planning, charitable planning, investment reporting, and administrative support. The firm focuses on tailored financial plans and coordinating with third-party investment managers while clients retain final decision authority.

General tax planning General estate planning guidance Charitable giving & philanthropy

Michelle B

CFP®, PFS™

Mayfield Heights, OH

Cornerstone Family Office, LLC

Michelle Bizily is a CFP® and PFS™ with nine years of industry experience. She has been with Cornerstone Family Office, LLC since 2016 and has a total of 19 years at the firm in various capacities. Cornerstone Family Office serves high-net-worth individuals and their related entities by providing comprehensive family office services, including financial and estate planning, tax preparation and planning, charitable planning, investment reporting, and administrative support. The firm does not manage assets directly but develops tailored financial plans and assists clients in coordinating with third-party investment managers while maintaining client authority over investment decisions.

General tax planning General estate planning guidance Charitable giving & philanthropy

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View complete list of advisors at this firm

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