News from our clients, our firm and our world.

Family Office Services and Purpose Built Portfolios

Seven November client Ken Hart, CEO of Cornerstone Advisors, appeared on Fox Business News Risk & Reward show this week to talk with investors about the services and value of a multi-family office, the strategy behind purpose built portfolios, and the benefits of alternative investments for high net worth families.     Watch the latest video at

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Cornerstone Advisors, Inc. Selects National Advisors Trust to Provide Trust Services

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Cornerstone Advisors implements NATC’s Trust Representative Office program. New private-labeled trust services brand formed, Cornerstone Advisors Trust Services Bellevue, WA and Overland Park, KS – September 30, 2014 – Cornerstone Advisors, Inc. today announced its selection of National Advisors Trust Company (NATC), the nation’s largest independent Registered Investment Advisor (RIA)-owned trust company, to implement NATC’s Trust Representative Office (TRO) program. …

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Seven Books for Every Presenter’s Library


Any presentation training seminar or one-on-one coaching I do is accompanied by a recommended reading list. I suggest every client read a few of the books for additional perspectives on what we’ve worked on, and to further develop their skills. The list is long and ever evolving as new resources (some good, some not so good!) are published all the time. But …

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New Year’s Resolutions for Business Owners

By Benjamin Wicks, Cornerstone Advisors  It’s that time of the year again: time to look optimistically towards the future and make some New Year’s resolutions. Although many of us may make personal resolutions to get in shape, take more vacations or pay down debt, we may not think to make resolutions to improve the health and wealth of our business. …

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New York Times features Cornerstone Advisors on risk management for high net worth families


When high net worth families hire household staff, there are best practices that can keep them on the right side of employment law while safeguarding their assets. Our clients at Cornerstone Advisors share their expertise in working with families of wealth for this “Wealth Matters” feature story.

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