Cornerstone Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Hourly fees range from $65 to $415 per hour
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
5900 Landerbrook Drive, Suite 200
Mayfield Heights OH 44124, United States
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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.
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