Business Owners

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We help you proactively identify, think through, and plan for both the known and unknown today and tomorrow.

Services for business owners

By utilizing the collective wisdom of our nationwide network of advisors, we can help design and execute different aspects of your plan, from asset protection and liability management to retirement, estate planning and philanthropic structuring.

Services at-a-glance

Investment Management

We custom-build investment portfolios—taking an individual approach based on your circumstances, goals, values, tax situation, planning needs and investment preferences.

Family Office Services

Our full suite of Family Office Services offers tax and trust services, lending solutions and personal CFO – helping you to manage your wealth from a 360-degree perspective.

Succession Planning

Ensure the smooth transition of ownership and continued management of your business according to your values once you pass it off to the next generation.

Pre-transaction planning

Prepare for the tax-efficient structural planning, execution, and closing phases in the sale of your business with guidance from our seasoned tax advisors, every step of the way.

Investment Management

We custom-build investment portfolios—taking an individual approach based on your circumstances, goals, values, tax situation, planning needs and investment preferences.

Family Office Services

Our full suite of Family Office Services offers tax and trust services, lending solutions and personal CFO – helping you to manage your wealth from a 360-degree perspective.

Succession Planning

Ensure the smooth transition of ownership and continued management of your business according to your values once you pass it off to the next generation.

Pre-transaction planning

Prepare for the tax-efficient structural planning, execution, and closing phases in the sale of your business with guidance from our seasoned tax advisors, every step of the way.

The business lifecycle

We use a collaborative approach to help you plan for distinct stages of your business’s lifecycle. And because of our size, we can change direction, add new strategies and even go back to the drawing board if needed.

Ramping up

What are the best options for capitalizing your business?
How to best limit your business’ liability?
What can be done to start minimizing your taxes?
Who will manage your business, assets, and health decisions if you are incapacitated?
How do you simplify operational activities?

Growing

Have your estate planning needs changed?
How do you solve business growth challenges?
What do you need to fund your lifestyle?
What kind of options exist for mitigating taxes in event of sale?

Getting ready for the transaction

What will your post-transaction role be?
Do you need personal representation as well as corporate?
Should you consider intentional charitable structuring?
What is your plan for being generous with the people who helped you get to this point?
What type of transaction will work best for your company’s goals? For your personal goals?

Life after the deal

What is your next act?
What will you tell people you do when they ask?
What will you do with your time?
Everyone knows about your wealth, how do you manage judgment and expectations?
How will you manage the financial and emotional impact of your deal?

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.