Who We Serve
High achievers
We help wealthy individuals and families of all types who are looking to enjoy a full life, preserve their wealth for future generations, and provide for the people, causes and communities they care about.
![White marble](/content/dam/corient/images/who-we-serve/High-Achievers-3.png)
Entrepreneurs and founders
We assist CEO founders through liquidity planning for their next opportunity to every aspect of capital raises, sales, new transactions, exit strategies, capital gains and estate planning.
![Green marble](/content/dam/corient/images/who-we-serve/Entrepreneurs-and-Founders-3.png)
Business owners
We help business owners unlock value and strategize for everything from sales to successions, wealth transfer and more.
![Orange marble](/content/dam/corient/images/who-we-serve/Business-Owners-3.png)
Professional athletes and entertainers
We help celebrated individuals transform current income into a lifetime of wealth and security.
![Blue Marble](/content/dam/corient/images/who-we-serve/Professional-Athletes-and-Entertainers-4.png)
Corporate executives
We help executives who need to consider and manage restrictive assets, minimize taxes and plan for retirement.
![Green waves](/content/dam/corient/images/who-we-serve/Corporate-Executives-3.png)