Wealth Management

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We provide a holistic planning experience from day one – enabling us to design a tailored wealth plan that aligns to your distinct goals.

Wealth planning

Make confident financial decisions. Our experienced advisors use advanced planning tools to help develop wealth forecasts and comprehensive financial plans that analyze a wide range of data points such as your assets, liabilities, income, and cash flow.

  • Financial independence and cash-flow projections
  • Risk Management
  • Tax Planning
  • Charitable Planning
  • Estate and Wealth Transfer Planning
  • Education Planning

Investment management

Gain the potential to preserve and grow your wealth. We custom-build investment portfolios to meet your unique objectives and can implement using a mix of public equities, fixed income, private equity, real estate, private credit, and other alternative investments.

  • Deep utilization of research
  • Diversification
  • Strategic asset allocation
  • Tax optimization
  • Customized portfolio construction
  • Ongoing monitoring

Wealth planning

Make confident financial decisions. Our experienced advisors use advanced planning tools to help develop wealth forecasts and comprehensive financial plans that analyze a wide range of data points such as your assets, liabilities, income, and cash flow.

  • Financial independence and cash-flow projections
  • Risk Management
  • Tax Planning
  • Charitable Planning
  • Estate and Wealth Transfer Planning
  • Education Planning

Investment management

Gain the potential to preserve and grow your wealth. We custom-build investment portfolios to meet your unique objectives and can implement using a mix of public equities, fixed income, private equity, real estate, private credit, and other alternative investments.

  • Deep utilization of research
  • Diversification
  • Strategic asset allocation
  • Tax optimization
  • Customized portfolio construction
  • Ongoing monitoring

Manage each aspect of your financial life

We offer a range of Family Office Services including tax support, bill pay, trust services, personal CFO services, lending solutions and private aviation that can be integrated into your overall wealth plan.

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Advisory services are offered through Corient Private Wealth LLC and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request from the RIA and online at https://adviserinfo.sec.gov/. We also encourage you to review the RIA’s Privacy Policy and Code of Ethics, which are available upon request.

 

Family office services, such as tax support and bill pay services, are exclusively provided by Corient Family Office Services, LLC (“Family Office Services”), an affiliate of CI Financial Corp. and the RIAs. Family Office Services is not a registered investment adviser or accounting firm and does not offer or provide investment or accounting advice or services.  

 

Corient Tax LLC can provide standalone tax planning for individuals and businesses, as well as, audit support, under a separate agreement. Corient Tax LLC is not an RIA, law firm or accounting firm and does not provide investment, legal or accounting advice or services.  Clients may be charged a separate fee for these additional services. 

 

Corient Trust Company LLC is a South Dakota trust company and provides customized administrative trust solutions. Trust Services are offered through Corient Trust Company LLC. The choice of trust situs is a complex decision that involves various legal, financial, tax and personal considerations. Corient recommends that you consult with your CPA and attorney to identify the best jurisdiction for your individual situation.  

 

Aviation services are provided by Corient Aviation LLC, an affiliate of Corient Private Wealth LLC. Corient Aviation is acting as an air charter broker, not a direct air carrier.  

 

Corient is not a lender or bank and does not provide loans or lines of credit to clients.