How we can help
Our family office advisory team has deep experience helping families, integrated family foundations and family offices with multimillions to multibillions in assets. We can help advise on or create the strategy for your family office, advise on how to manage it, help you build it, and provide holistic (or supplemental) services to help manage each aspect of your financial life.
Our framework
Evaluate existing or potential family office designs, find gaps in structure or service, and identify improvements.
Provide market intelligence, observations, and recommendations for potential enhancements.
Our consulting team will provide step-by-step guidance, quantify impacts, and manage financials.
- Business Deductions
- Income/Transfer Taxes
- Securities Regulations
- Human Resources
- Operating Overhead
Corient's in-house tax team will execute the family office structure in partnership with the family's staff or vendors.
Leverage our global network of attorneys to draft operating documents and comply with securities regulations.
As your family's needs grow, Corient provides solutions to fill gaps and meet evolving needs.
- Tax Services
- Wealth Management
- Financial Administration
- Personal CFO Services
- Trusts and Philanthropy
