Tailored For Your Success
Darren Henderson, Head of U.S Wealth Advisory, provides insight on how Corient partners with clients to build lasting legacies.
Everything begins and ends with the name, Corient means client oriented. When I think about what Corient does for clients, everything that we do can be categorized into three various categories.
The first is simplifying your life. Our clients come to us often with complicated needs, complicated balance sheets, lots of investments. Our first and primary objective would be to simplify and organize their life.
Secondly is managing your wealth. We would look to build a portfolio that accomplishes and meets the needs and objectives of the family.
That's going to be highly customized for each individual family. Obviously we have diligence vetted solutions that we can draw from, but the platform is, is broad and it's deep. And finally, we want to focus on what's most important to the client.
Uh, and typically that's building their legacy. Looking at intergenerational planning wealth transfer. At Corient, we built everything around the client, but we structured it to be a collection of partners who bring all of their collective efforts, focused entirely on serving the needs of the client.
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.
