Entrepreneurs and Founders

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Architect your future

The Corient Entrepreneurs and Founders Team was established to support the unique wealth needs of entrepreneurs and founders.

Our Expertise

We have helped 100+ founders across a dozen industries (including consumer, crypto, fintech, healthcare and SaaS) through numerous IPOs, several 9-10 figure exits, and 50+ liquidity events.

Our Approach

We use a collaborative approach to help you plan for every stage of business development. By utilizing the collective wisdom of our nationwide network of advisors and industry experts, we help you architect every aspect of your plan.

Comprehensive Support

Whether you are just starting out, planning for a sale, or are anywhere in between, we help you proactively identify, think through and plan for both the known and unknown aspects of today’s market and tomorrow’s opportunities.

Your Copilot at Every Step

Navigate with Confidence

Adam Katz, Head of Entrepreneurs and Founders, highlights the importance of a co-pilot who understands the unique opportunities and challenges along this journey.

The business lifecycle

We guide clients through the business lifecycle to help them answer the tough questions today and plan for both now and the future.

Ramping up

  • How is your stock structured?
  • Is your company an Canadian-Controlled Private Corporation (CCPC)?
  • Have you explored all of the nuances related to Lifetime Capital Gains Exemption (LCGE)?
  • How is your business owned?
  • How do you protect your growing value from creditors?

Growing

  • Are you considering buying a new home or second home?
  • Does a secondary transaction make sense?
  • What kind of strategies exist for mitigating taxes in the event of a sale?
  • Should you be creating some type of trust for your company equity?

Getting ready for the transaction

  • What type of transaction will work best for your company’s goals? For yours?
  • Do you need both personal and corporate representation?
  • How will assets from the sale be distributed?

Life after the deal

  • How much do you need to fund your lifestyle?
  • What is your next act?
  • How do you manage potential judgment and expectations?

Plan for success

Leverage the collective expertise of our nationwide team to design and execute every aspect of your business plan.

100+

Founders supported across a dozen industries

300+

Partners serving your financial needs

60+

Global offices

$508B

In client assets

Plan for success

Leverage the collective expertise of our nationwide team to design and execute every aspect of your business plan.

100+

Founders supported across a dozen industries

300+

Partners serving your financial needs

60+

Global offices

$508B

In client assets
Architect your future

Corient has helped 100+ founders across several industries. Access our expertise to help your business scale and succeed.

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