Strategic advisory for modern family offices
Our family office advisory team offers holistic and modular services that integrate seamlessly with your existing advisors and infrastructure—helping to ensure every aspect of your financial life is managed with precision, discretion, and foresight. They have decades of experience serving ultra-high-net-worth families, integrated family foundations, and sophisticated family offices with multi-million to multi-billion-dollar portfolios.
Whether you are creating a new family office or refining an existing one, we can provide end-to-end support from strategic design and operational build-out through multi-generational planning and beyond.
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
