Corient’s clients have a variety of backgrounds, but they all share the common objective of fulfilling the potential of their wealth and its impact on the lives of their loved ones.
We work closely with ultra-affluent clients who have experienced some type of wealth transformation. It may have been driven by the success of a business or the sale of a company or intellectual property. It may have been the result of an inheritance, succession planning or a corporate action. Whatever the catalyst, we help our clients sustain their lifestyle over time through the prudent management of their assets and liabilities. Moreover, we help them to create a meaningful legacy and pursue any philanthropic goals.
in understanding family dynamics, individual expectations, varying timelines, and specific roles in legacy preservation.
By nurturing an in-depth relationship based on personal attention, genuine respect and unwavering commitment, we work hard to become your trusted advisor.
Among these sample profiles of the clients we serve, you’ll see diverse backgrounds and varying wealth catalysts, but a single, fundamental goal of our clients: the wealth they are responsible for must endure – whether it’s the legacy for the generations to come, the endowment to extend a charity’s mission, or the cash flow to sustain a company’s balance sheet.