Your Personal CFO Support
Mona Manahi, Head of CFO Services, describes how Corient helps optimize our clients' financial resources and support them in various aspects of their life.
A family gets to an inflection point where they have come to a certain level of wealth and they need help. Their life has gotten so complex. Their estate structure through tax planning and gaining tax efficiencies has created this enormous, almost a business unto themselves, and they need help managing that.
My name's Mona Manahi, and I am a Partner, Head of Personal CFO Services here at Corient. We not only pay their bills, manage their domestic staff, but we work with their wealth advisors and their tax professionals to ensure that they have sufficient liquidity to manage their financial obligations over the next 30, 60, or 90 days and on, we'll help to prepare a family budget.
A lot of families want to keep track of or know how much they spend on certain life events, and so at various aspects of a client's life, we as a Personal CFO are able to support them.
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.
