Trusted Support. On Your Side.
Heather Locus, Partner, Wealth Advisor, shares how Corient manages complexity and confidentiality in a way that's special to the needs of each client.
Everybody needs to identify and process the emotions when they're going through divorce, but be very thoughtful on the actions they take and avoiding missteps, and that's what's gonna help their family get through the process with the least amount of cost, collateral damage, and conflict.
I'm Heather Locus. I'm a Partner and Wealth Advisor at Corient. I also co-lead our national Divorce practice group. At Corient we're unique because we have 40 professionals nationwide that spend time on divorce. But, in addition, we also work with Partners who have other specialties to help with each family's unique needs.
We have many clients who are high profile, whether they're athletes, entertainers, fortune 500 business owners, and we will bring in our experts on those areas to help us with the nuances of their divorce case to make sure we manage the complexity and confidentiality in a way that's really special to their needs.
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.
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