Denise is the founder of Barrett Solutions Inc, a book-keeping and small business consulting firm that was established over 30 years ago. She also serves as CEO of Cornerstone Wealth Advisors Inc, a registered Investment Advisory firm founded 5 years ago. Cornerstone Family Office was created in 2014 by integrating the experience and skill set provided by Sean & Denise into a family office services structure. The family office model was an ideal extension of her roles in those two companies which have given her extensive experience serving the needs of families with significant wealth and the problems that accompany that wealth.
Denise and her husband Sean have 4 children and 5 grandchildren. The grand kids are her favorite hobbies!
Over the years of working with affluent family clients, we have identified some of the best CPA‚Äôs, business attorneys, trust and estate planning attorneys, HNW insurance brokers, captive insurance specialists, property managers, charitable giving consultants, charitable foundation specialists, asset protection trust companies, ¬†business consultants, business valuation experts, business exit planning experts, business succession planning experts, next-generation training specialists, private fiduciaries, commercial banks, mortgage lenders, and other professional resources that we will bring to the table as needed to design and execute the family‚Äôs comprehensive strategic plan. We will work with the family‚Äôs existing team of advisors and upgrade members of the team as required to accomplish our objectives.
Each Family Office client is unique, so the process required to meet¬†specific family¬†needs is different from client to client. This part of who we are¬†is¬†more art than science. The ¬†initial engagement results from a thorough due diligence meeting, where a thorough discovery process is completed. The fundamental components of the process include:
Risk Management Review including all business, property, personal liability, income replacement and estate tax replacement issues.
Wealth Transition Strategy including asset protection trusts, charitable trusts, and multi-generational trusts if applicable
Document Storage and Retrieval. All documents are stored on secure web portal with access controlled for each professional working with the family.