Business Owners

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Strategic wealth planning across every stage of ownership.

Services for business owners

Corient’s Business Team was built to serve the unique financial and strategic needs of entrepreneurs and privately held business owners – from capitalisation to succession and beyond. Our team has extensive experience helping founders and business leaders identify risks and opportunities, align personal and professional priorities, and plan for both the known and unknown.

 

Leveraging the collective expertise of our nationwide network, we help you make informed, confident decisions for scaling, selling or securing your legacy.

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 professionals every step of the way.