Key facts
- Sullivan & Serwitz is a family office based in Los Altos, California.
About Sullivan & Serwitz
Sullivan & Serwitz was a multi-family office based in Los Altos, California. Established in 1989, the firm provided investment and financial counsel including investment planning, retirement planning, estate planning, tax preparation and planning, trustee services, philanthropic planning, private banking, asset protection, and stewardship consulting services to individuals, families, and businesses. The assets of the firm were managed and governed by the executive management team. The firm was acquired by Cerity Partners in Jan 2020.
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Portfolio
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