Business Owners

Strategic wealth planning across every stage of ownership.

Make Informed Decisions

Anna Diaz, Partner, Wealth Advisor, shares how our advisors help remove their client's mental load, so that their strategy is optimized, simplified, and executed cleanly.

Services for business owners

Corient's Business Team was built to serve the unique financial and strategic needs of entrepreneurs and privately held business owners—from growth to exit and beyond. Our team has extensive experience helping founders and business leaders identify risks and opportunities, align personal and professional priorities, and plan for both the known and the unknown.

Leveraging the collective expertise of our nationwide advisory network, we help you make informed, confident decisions for scaling, selling, or securing your legacy. Corient can help:

Design and execute financial and business strategies from capitalization to succession
Ensure liquidity and exit events are aligned with your personal, family, and philanthropic goals
Evolve your estate and tax planning to reflect increasing business value and changing regulatory landscapes
Coordinate with legal, tax, and deal professionals to simplify decision-making and drive results

Services at-a-glance

Investment Management

We custom-build investment portfolios—taking an individual approach based on your circumstances, goals, values, tax situation, planning needs and investment preferences.

Wealth Planning

We create a comprehensive financial strategy designed to manage risk across your financial life, help you protect and grow wealth, mitigate tax where appropriate, and plan for retirement.

Family Office Services

We provide the advice, strategy and holistic or single services to manage your wealth from a 360-degree perspective.

Pre-Transaction Planning

Prepare for the tax-efficient structure, execution and closing phases of your sale with guidance from our seasoned tax professionals every step of the way.