Lowenstein Represents Cerity Partners in Merger with Cornerstone Capital

Lowenstein Sandler represented leading independent wealth management and financial advisory firm Cerity Partners in its merger with Cornerstone Capital, Inc., a Palo Alto-based wealth management firm serving high-net-worth individuals and families, charitable foundations, and endowments. The transaction, which closed September 30, 2026, expands Cerity Partners' presence in Silicon Valley and adds about $1.4 billion in assets under management.

Founded in 1978, Cornerstone Capital provides investment management, financial planning, and estate and tax coordination services through longstanding, multigenerational client relationships. The combined firms will operate under the Cerity Partners name, providing Cornerstone Capital's clients with access to Cerity Partners' broader wealth management resources and capabilities.

The Lowenstein team included Jean Nicolas "Nick" Samedi Jr., Brianna M. Ferrante, Liam Rogan, Sophia Mokotoff, Lidore A. DeRose, Megan Monson, Manali Joglekar CIPP/US, CIPP/E, CIPT, Jessica I. Stewart, Bryan Sterba, Macauley Venora, Kimberly E. Lomot, Billy Fausto Michaca, Mark S. Heinzelmann, and Brian S. Winfield.