Family Office Services Overview

birds eye view looking over trees and river stream

Redefining the Modern Family Office

At Corient, we are trusted by the nation’s most prominent and complex families to guide their most critical challenges and steward their multigenerational initiatives.

As fee-only fiduciaries, we always put your needs first. And by bringing together local expertise and national resources, backed by incredible scale, we empower our teams to seamlessly deliver the full strength of the firm—every expert, every insight, every time. Further, because your team evolves as your needs do, we firmly believe that there is no challenge we cannot solve and no client that can outgrow our services.

Explore our solutions

Advisory

We provide strategic insight and advice for constructing, expanding, or managing your own family office outside of Corient.

A la carte

We provide a la carte services to meet the specific needs of individuals, families, and family offices.

Comprehensive

We build out and manage a new family office or take over and expand your existing one to provide the nuanced services you need today and the ability to evolve and grow with your desires, requirements and wealth.

Regardless of which approach works best for your family, you can rely on us to be proactive, discrete, and precise.

How we work together

Customization. Trust. Integration.

Families are unique. So are family members. We take the time to understand your family dynamics and help you gain the confidence needed to rely on us to manage your wealth from the smallest details to the largest. We then create your bespoke family office with the nuanced services you need today and the ability to evolve and grow as your objectives, requirements and goals change over time.

Your family office team is fully integrated with your wealth advisor, investment professionals, estate planners, and other experts across Corient. We conduct regular full team meetings where each member discusses what is happening from their perspective. This allows for the foresight to see and handle potential opportunities and challenges before they arise.

The term "Family Office Services” is being used as a term of art and not to imply that Corient or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.

Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services.

Family Office Services Overview

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