Experience-Based Guidance
Neil Teubel, Partner, Head of Wealth Planning, shares how the team at Corient coordinates with professionals to provide clients with an integrated experience.
When we think about what is holistic wealth management, it should be investments and wealth planning integrated together. I'm Neil Teubel, Partner and Head of Wealth Planning at Corient.
Most wealth advisors tend to operate in silos. Clients come to us, they have an accountant, they have an attorney, they have an investment person. Those people are not talking, and so us being able to coordinate with those professionals to be able to make sure it's an integrated experience for clients, I would say is one of the most important things.
The second thing is wisdom from the perspective of you come to a professional, they should give you sound technical advice, and I think that's something we do very well. The wisdom piece of it is how do we take the technical advice and overlay what we've seen with other clients and what we know about your family.
The final piece I would just say is genuine care. Our team is passionate about serving clients and that comes through in the work that we do, and those things I think a lot of people talk about it, but I see it through our team and what we do every single day with clients.
Disclosure:
Advisory services from Corient Private Wealth LLC (“Corient”), a registered investment advisor (“RIA”), are regulated by the Securities and Exchange Commission and offered in jurisdictions where the RIA is registered. “Registered” does not imply any level of skill, training or approval by the SEC.
Investing involves risk. Visit www.corient.com to read the Disclosure Brochure & From CRS before investing.
