Who we serve

Global clients with complex needs

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  Individuals and Families

  We help wealthy individuals and families enjoy a full life, preserve their wealth for future generations and provide for the people, causes and communities they care about.

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  Athletes and Entertainers

  The Corient Sports and Entertainment Group is dedicated to serving the unique wealth needs of professional athletes and entertainers. This group also works to enhance the services that business managers and agents provide with custom financial planning, advice and strategies.

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  Legal Professionals

  We provide custom planning, advice and strategies that help prepare you for the realities of managing wealth through partnership and beyond.

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  Business Owners

  We help business owners unlock value and strategise aspects of wealth management ranging from sales to successions and wealth transfers.

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  Corporate Executives

  We help executives who need to consider and manage restrictive assets, minimise taxes and plan for retirement.

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  Healthcare Business Owners

  Think of us as your strategic coach, coordinating with your legal professionals, accountants and other consultants to ensure that all decisions made on behalf of you, your family, your practice and your employees work in concert to help you reach your personal and professional goals.

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  Divorcing Individuals

  Corient has the knowledge and experience to help you prepare for the road ahead, feel organised and in control, and make sound decisions with confidence.

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  Entrepreneurs and Founders

  We have deep experience helping entrepreneurs and founders to proactively identify, think through, and plan for both the known and unknown today and tomorrow.

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  Foundations and Endowments

  We help organisations like yours with financial planning, spending policies, risk reduction, investment management and wealth preservation.

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  Private Markets Professionals

  The Corient Private Markets Professionals Group is dedicated to advising on and supporting the unique needs of founders and executives from some of the leading alternative asset management firms.

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  LGBTQ+ Individuals and Families

  We have the experience and knowledge to help LGBTQ+ individuals and their families capitalise on the marriage, tax, inheritance and healthcare policies in effect today to build wealth more effectively and efficiently.

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