Business Owners

Strategic wealth planning across every stage of ownership.

Services for business owners

Corient's Business Team was built to serve the unique financial and strategic needs of entrepreneurs and privately held business owners—from growth to exit and beyond. Our team has extensive experience helping founders and business leaders identify risks and opportunities, align personal and professional priorities, and plan for both the known and the unknown. 

 

Leveraging the collective expertise of our nationwide advisory network, we help you make informed, confident decisions for scaling, selling, or securing your legacy. Corient can help:

  • Design and execute financial and business strategies from capitalization to succession
  • Ensure liquidity and exit events are aligned with your personal, family, and philanthropic goals
  • Evolve your estate and tax planning to reflect increasing business value and changing regulatory landscapes
  • Coordinate with legal, tax, and deal professionals to simplify decision-making and drive results