Tax services for the ultra-high-net-worth
For ultra-affluent individuals and families, strategic tax planning is not optional, it's essential. Corient can help manage the full spectrum of complex tax compliance and filing needs.
Tax preparation through Corient Tax
Our team of seasoned CPAs, tax attorneys, and enrolled agents collaborate closely with your legal, investment and family office advisors to help ensure your tax strategy is executed accurately, efficiently, and in alignment with your financial goals.
Tax Planning for Individuals
- Income tax planning & compliance
- Federal, state & local audit representation
- Charitable planning, including multi-generational
- Tax deferral, retirement plan optimization & distribution strategies
- State/local tax minimization
- Asset allocation across different types of accounts
- Residency planning
- Private, concentrated public stock, and stock option solutions
- Estate & gift tax planning, including asset protection
Tax Planning for Businesses
- Year-round business tax planning
- Planning for liquidation events
- Audit representation, correspondence and support
- Entity selection and restructuring
- Compliance with federal, state and local tax laws
- Employee retirement plan and benefits optimization
Who we serve
- Individuals
- Corporations
- Partnerships
- Trusts and Estates
- Nonprofits/Foundations
- Gift Taxes
