Attorneys

Sophisticated wealth strategy for complex legal careers.

Advocates for Your Wealth

Randy Goldstein, Partner, Wealth Advisor, emphasizes the importance of taking a proactive approach to stay ahead of every financial decision.

Services for attorneys

At Corient, we understand the intensity of your profession and the high level of discretion, precision, and service you expect in managing your wealth.

We proudly advise current and retired partners at some of the top international law firms and many of the nation's elite boutiques, along with senior government attorneys and in-house counsel. We focus on your financial future, providing the coordinated strategy and execution that let you focus on what matters most: your clients and your career.

Services at-a-glance

Investment Management

We custom-build an investment portfolio that incorporates liquid assets, firm-sponsored retirement programs and any other illiquid assets.

Wealth Planning

We create a comprehensive financial strategy designed to help manage risk across your financial life, help you protect and grow wealth, mitigate tax where appropriate, and plan for retirement.

Family Office Services

We provide the advice, strategy and holistic services to manage your wealth from a 360-degree perspective.