Corporate Executives

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Strategic financial planning for complex compensation and career transitions.

Your Financial House in Order

Clarity to Focus on Your Business

Lisa Brown, Partner, Wealth Advisor, explains how our team takes a deep dive into each clients' company compensation and benefit plans, applying tax and investment expertise to help corporate executives maximize their wealth.

Executive financial planning services

Corient's Corporate Executive Wealth Management Services team works with current and retired CEOs, corporate executives, board members, and senior leaders from Fortune 500 companies, pre-IPO ventures and boutique firms across industries—helping them integrate complex compensation packages into cohesive, long-term wealth plans that support personal, professional and generational goals.

 

We specialize in:

 

  • Executive compensation planning
  • Golden parachute and severance package analysis
  • Deferred compensation optimization and payout strategies
  • Ownership structures and business equity planning
  • Legacy and estate strategies tailored to executive-level wealth

Services at-a-glance

Wealth Management

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

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Investment Management

We offer customized portfolio construction, leveraging our experience navigating restrictive assets, executive compensation plans, and providing advice on how to help diversify, de-risk and ultimately liquidate concentrated positions.

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Family Office Services

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

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