Attorneys

We understand the demands of your profession and the level of service that you expect.

Services for Attorneys

We work with current and retired partners at some of the largest national law firms, several of the country’s most sophisticated boutiques, and in-house and government attorneys.

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.

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.

Corient may engage with other professionals for planning topics pertaining to Business Advisory, Insurance Services, Legal Services, and Real Estate. Services provided by other professionals are not typically included in the scope of the Client’s investment management engagement. Such professional services may result in additional expenses paid to the professional directly.

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