Corporate Executives

Executive Financial Planning Services

Corient's Corporate Executive Wealth Management Services team was purpose-built to address the unique financial needs of CEOs, corporate executives, board members, and senior leaders. Our dedicated advisors work with a national roster of current and reitred executives 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 can help support personal, professional, and generational goals.

We specialize in:

Executive compensation planning
Golden parachute and severance package analysis
Deferred compensation optimization and payout strategies
Stock option and restricted stock maximization strategies
Legacy and estate planning 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.

Investment Management

We offer customized portfolio construction, leveraging our experience navigating restrictive assets, 10b5-1 plans, and providing advice on how to help diversify, derisk, and ultimately liquidate concentrated positions.

Family Office Services

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