Seamless, Personalized Support
Graydon Oliver, Partner, Managing Partner of Houston, shares how Corient can help provide support to clients at every stage of their wealth and life – no matter the complexity.
Wealth brings happiness. Wealth also brings complexity, and our job is to help clients get to a state where complexity and happiness are in balance.
Graydon Oliver, Partner, Managing Partner Houston. I firmly believe that any need that a client has at any stage of their wealth, at any stage of their life, whether it's corporate trustee, whether it's they want us to prepare their tax returns, they want us to pay their bills, all these services are available, and many times they don't even know that they're looking for those services.
Or they may not need those services right at that moment, but they're walking into a firm that can provide all of those services to them.
They can have one quarterback as an advisor, and that advisor can pull all of those services in, all those solutions in, and create a seamless experience for the client. That keeps their life from becoming over complex and the joy of having wealth going down over time.
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.
