Tailored solutions for every financial journey
Individuals and families
We help wealthy individuals and families enjoy a full life, preserve their wealth for future generations and provide for the people, causes and communities they care about.
Athletes and entertainers
The Corient Sports & Entertainment Group is dedicated to serving the unique wealth needs of professional athletes and entertainers. This group also works to enhance the services business managers and agents provide with custom financial planning, advice, and strategies.
Attorneys
We provide custom planning, advice and strategies that help prepare you for the realities of managing wealth through partnership and beyond.
Business owners
We help business owners unlock value and strategize aspects of wealth management ranging from sales to successions and wealth transfers.
Corporate executives
We help executives who need to consider and manage restrictive assets, minimize taxes and plan for retirement.
Dentist and doctors
Think of us as your strategic coach, coordinating with your attorney, CPA, TPA and other consultants to ensure that all decisions made on behalf of you, your family, your practice, and your employees work in concert to help you reach your personal and professional goals.
Divorcing individuals
Corient has the knowledge and experience to help you prepare for the road ahead, feel organized and in control, and make sound decisions with confidence.
Entrepreneurs and founders
We have deep experience helping entrepreneurs and founders to proactively identify, think through, and plan for both the known and unknown today and tomorrow.
Foundations and endowments
We help organizations like yours with financial planning, spending policies, risk reduction, investment management and wealth preservation.
Tailored solutions for every financial journey
