Wealth Strategy

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We architect tailored strategies and fiduciary structures designed to help protect and grow wealth, mitigate taxes where appropriate and ensure the efficient and thoughtful utilization—and transfer—of your wealth.

 

Our experienced advisors combine their extensive expertise with advanced wealth planning tools to help you life your life to the fullest. And they leverage their deep fiduciary, governance, succession and transfer planning knowledge to help prepare rising generations for the long-term stewardship of your family wealth and values.

  

Wealth planning

We leverage advanced planning tools to help develop wealth forecasts and comprehensive financial plans that can help you live your life to the fullest.

  • Financial independence and cash-flow projections
  • Risk Management
  • Tax Planning
  • Charitable Planning
  • Estate and Wealth Transfer Planning
  • Education Planning
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Wealth transfer

Wealth transfer experts can help you set expectations, avoid family conflicts and pass on family values as well as wealth.

  • Deep utilization of research
  • Diversification
  • Strategic asset allocation
  • Tax optimization
  • Customized portfolio construction
  • Ongoing monitoring
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Global Fiduciary Services

Our deeply experienced team helps design, establish and administer a wide range of structures across multiple jurisdictions.

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Family Governance & Succession

We help families to design and execute governance and succession plans that help the next generations to preserve the family legacy.

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Corient refers to the separate but affiliated entities under common control of Corient Global HoldCo Limited. Products and services may not be available in all jurisdictions or to all client types. Speak to your advisor to learn more.