At Corient, we want to help you experience the joy, confidence, and satisfaction of transferring your wealth to your beneficiaries now.
Why now?
Wealth transfer typically occurs after your lifetime. Working on wealth transfer now, however, can provide a number of advantages for you—and to the next generation.
Experience Joy
Observe, understand and enjoy the impact your wealth will have on your family and favorite organizations.
Ease Family Stress
Mitigate family conflict and reduce the mental costs of estate administration by establishing expectations about values and inheritance today.
Gain Peace of Mind
Relax, knowing that your family is protected and that your wealth will be employed and managed in accordance with your values and objectives.
Manage Taxes
Take advantage of management structures designed to help minimize taxes on existing wealth and growth.
A proactive approach
As an extension to our core wealth management services, we believe wealth transfer planning is a continuous process. We utilize a proactive, goals-based approach to create a wealth transfer plan for intergenerational wealth.
