Healthcare business owners

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Strategic wealth planning for practice growth and transition.

Services for healthcare business owners

Corient’s Healthcare Business Owner Team was built to meet the unique financial and operational challenges faced by doctors, dentists and healthcare entrepreneurs who own and operate private practices. We serve doctors, dental practice owners, healthcare professionals and medical specialists – helping them to manage the financial complexities of growing, scaling and selling their businesses. Regardless of your business life stage, Corient provides objective, high-touch guidance every step of the way.

Services at-a-glance

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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Wealth planning

We create a comprehensive financial strategy designed to manage risk across your financial life, help you protect and grow wealth, mitigate tax where appropriate, and plan for retirement.

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Family office services

We provide the advice, strategy and holistic or single services to manage your wealth from a 360-degree perspective.

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Pre-transaction planning

Prepare for the tax-efficient structure, execution and closing phases of your sale with guidance from our seasoned tax professionals every step of the way.