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Attention to Detail. Caring Service. Lasting Legacies.

At Cornerstone, we guide families in creating thoughtful financial strategies that span generations.

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What We Do
Helping you plan for your financial future

Our Approach to Planning

Helping families transition wealth from one generation to the next is at the heart of our mission. Our focus on family values, tax savings, and financial stability shapes our personalized approach to each client. By getting to know you on a personal level, we build trust, provide tailored advice, and ensure peace of mind for your financial future.

Gain control and find the balance you need to succeed!

We specialize in serving clients who seek expert guidance and personalized service to manage their wealth and secure their legacy.

Families

Families

We work closely with high-net-worth families to develop tailored wealth transition plans that honor family values, optimize tax savings, and provide financial stability for generations to come.

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Business

Business

We assist small to medium-sized businesses in creating robust financial strategies and retirement plans that attract and retain top talent, ensuring long-term success.

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How We Help
We offer a wide variety of financial services to help you reach your goals.

Our comprehensive services are designed to provide expert guidance and personalized solutions for managing and transitioning wealth.


Professional Trustee for Full Service Trust

We offer full-service trustee solutions that include investment management and administration, ensuring your trust operates smoothly and your assets are managed prudently.


Families with a Successful Retirement and Estate Solution

We create customized retirement and estate plans that align with your family's values and goals, optimizing tax savings and securing financial stability for future generations.

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Who We Are
Our Team is Your Team

Founded in 2001, Cornerstone Private Asset Trust Company, LLC is dedicated to helping families and businesses navigate the complexities of wealth management and legacy planning. Our team of specialized professionals provides personalized, relationship-driven service to ensure your financial goals are met with care and expertise. We are committed to building lasting legacies through attention to detail, empathy, and unwavering support.

Our Process
We strive for excellence as much as you do

Our structured and thoughtful approach ensures that every client receives personalized and effective solutions tailored to their unique needs.

Step 1:
Discovery

We begin by getting to know you and understanding your financial goals, family values, and any specific concerns to create a customized plan.

Step 2:
Strategy Development

Our team of experts crafts a detailed strategy that addresses your wealth management, tax optimization, and legacy planning needs.

Step 3:
Implementation and Monitoring

We implement the agreed-upon plan and continuously monitor its progress, making adjustments as necessary to ensure your objectives are met.

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Insights
Featured Blog Posts

The Value of Using Trusts to Pass Inheritance Versus Outright Gifts to Children

The Value of Using Trusts to Pass Inheritance Versus Outright Gifts to Children

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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

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To Buy or Not to Buy

To Buy or Not to Buy

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Contact Us
Take Your First Steps With Us

Schedule a Discovery Meeting with our team to begin your journey.

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