Founded on continuity
Since 2011, a deliberately small practice with senior attention on every matter.
“The partner you meet is the partner you keep.”— Catherine Sterling, Founding Partner
Catherine Sterling founded the firm after fourteen years leading private client tax at a national firm — where she watched families handed from associate to associate every few years.
Sterling was designed differently: partner-led engagements, a small client list, and a planning calendar that anticipates rather than reacts. A trust and estate practice followed in 2015, a Palm Beach office in 2019, and family office services in 2024.
What we hold to
Discretion
Your affairs stay private. We never trade on client names.
Continuity
The partner you meet is the partner you keep.
Precision
Every position documented, every projection defended.
Milestones
2011
Founded in Greenwich
Catherine Sterling opens the practice with twelve founding families.
2015
Trust & estate practice
William Hayes joins as partner.
2019
Palm Beach office
A second office for clients relocating to Florida.
2024
Family office services
Consolidated reporting and administration launched.
Licensed and accountable
Licensed in Connecticut and Florida, with Personal Financial Specialist and estate planning credentials across the partnership.
Licensed CPA Firm
Connecticut and Florida
AICPA Personal Financial Specialist
PFS credential holders on staff
AICPA Tax Section
Estate Planning Council Member