Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
- RE 100%
- Appetite
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Investor profile
Cornerstone Family Office, founded in 2001 and based in Mayfield Heights, Ohio, is an independent multi-family office providing highly personalized financial services including financial, estate, tax planning, investment reporting, and trust administration for wealthy individuals and families. The firm focuses on safeguarding and enhancing client wealth with extensive client service and professional expertise.
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