Private Markets Professionals

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Strategic wealth planning for general partners and investment executives.

Services for private markets professionals

At Corient, our experienced client relationship managers work closely with professionals from some of the world’s leading hedge funds, PE firms, VC funds and multi-asset platforms. From complex tax dynamics to bespoke legacy design, we offer comprehensive, custom wealth strategies that fully integrate the unique financial structures and opportunities facing private equity partners, hedge fund professionals, venture capitalists and other private fund executives.

 

We build solutions to help grow and protect your wealth, amplify your impact and achieve success across generations.

Services at-a-glance

Wealth planning services

We custom-build a comprehensive strategy that includes cash flow modelling, which is especially important when income is inconsistent.

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Investment management

We custom-build investment portfolios – taking an individual approach based on your circumstances, goals, values, tax situation, planning needs and investment preferences.

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Bespoke tax-loss harvesting strategy

We seek to offer an innovative tax strategy that utilises existing portfolio assets to help generate tax benefits that can offset your capital gains or ordinary income.

Family office services

Our full suite of Family Office Services offers tax services, lending solutions and a personal CFO – helping you to manage your wealth from a 360-degree perspective.

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A partner for the long run

 

  • Wealth foundations

     

    • Establishing a governing philosophy around investing, risk management, wealth creation and enjoying the fruits of your labour
    • Constructing wealth foundations through thoughtful financial, inheritance and tax planning
    • Key financial planning decisions (including large expenditures, illiquid investments and use of leverage)
  • Building and protecting

     

    • Strive for flexibility so that you can control your own destiny
    • Detailed focus on risk management to protect your growing wealth and your loved ones
    • Supporting philanthropic causes
  • Legacy
     
    • Evaluate various inflection points in your personal and professional life, including new ventures, retirement and lifestyle changes
    • Designing and protecting your family’s legacy
    • Educating and supporting the next generation