On December 17, 2024, Cerity Partners LLC announced its merger with Fishman Block + Diamond, LLP.
Cerity Partners LLC (“Cerity”) announced, on December 17, 2024, that it is merging with Fishman Block + Diamond, LLP (“FBD”). Upon close, FBD will become Fishman Block + Diamond, by Cerity Partners. Further terms of the transaction were not disclosed.
Cerity, based in New York City, is an independent wealth management firm serving high-net-worth individuals and families, as well as businesses and nonprofit organizations. As of December 2024, Cerity managed approximately $103 billion in client assets.
FBD, based in Encino, California, is an independent, full-service tax advisory firm specializing in real estate, multi-generational wealth transfer planning, family offices, and business management services catering to high-net-worth clients. Republic Capital Group served as a financial advisor to FBD.
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