Wealth Transfer Planning
At Corient, we work in close coordination with your counsel and tax advisors to help you protect your loved ones, manage family dynamics, and pass on your wealth—and values—to the people you care about most.
Multigenerational planning
An important part of your legacy is transferring not only your wealth, but also your family goals and values toward wealth. We assist in integrating the planning from prior generations into your legacy plans and will help educate future generations about the purpose and meaning behind your plans and how they can continue to build your legacy.
Why Now?
Wealth transfer often occurs reactively after your lifetime. At Corient, we focus on architecting wealth transfer plans now to maximize the impact and tax savings.
Experience Joy
Observe, experience and enjoy the impact your wealth will have on your family and favorite organizations.
Ease Family Stress
Mitigate family conflict and reduce the mental costs of estate administration by establishing expectations about values and inheritance today.
Gain Peace of Mind
Relax, knowing that your family is protected and that your wealth will be employed and managed in accordance with your values and objectives.
Manage Taxes
Take advantage of management structures designed to help minimize taxes on existing wealth and growth.
A Proactive Approach
As an extension to our core wealth management services, we believe wealth transfer planning is a continuous process. We utilize a proactive, goals-based approach to create a wealth transfer plan for intergenerational wealth.
Real Solutions for Real Wealth
At Corient, we don't simply manage wealth—we design financial strategies that help to preserve wealth, empower legacies and enhance your quality of life.
