Entrepreneurs and Founders

Architect your future

The Corient Entrepreneurs and Founders Team was established to support the unique wealth needs of entrepreneurs and founders.

Our Expertise

We have helped 100+ founders across a dozen industries (including consumer, crypto, fintech, healthcare and SaaS) through numerous IPOs, several 9-10 figure exits, and 50+ liquidity events.

Our Approach

We use a collaborative approach to help you plan for every stage of your business’ development. By utilizing the collective wisdom of our nationwide network of advisors and industry experts, we help you architect every aspect of your plan.

Comprehensive Support

Whether you are just starting to build your business, planning for a sale, or anywhere in between, we help you to proactively identify, think through, and plan for both the known and unknown aspects of today’s market and tomorrow’s opportunities.

The business lifecycle

We guide clients through the business lifecycle to help them answer the tough questions today and plan for both now and the future.

Ramping up (Seed-Series B)

  • How is your stock structured?
  • Is your company an LLC? A C-Corp?
  • Have you explored all of the nuances related to Qualified Small Business Stock (QSBS)?
  • How is your business owned?
  • How do you protect your growing value from creditors?

Growing (Series B-Series D)

  • Do you love where you’re living or are you considering buying a new home or second home?
  • Does a secondary transaction make sense?
  • What kind of strategies exist for mitigating taxes in the event of a sale?
  • Should you be creating some type of irrevocable trust for your company equity?

Getting ready for the transaction (Series D-M&A/IPO)

  • What type of transaction will work best for your company’s goals? For yours?
  • Do you need both personal and corporate representation?
  • How will assets from the sale be distributed?

Life after the deal

  • How much do you need to fund your lifestyle?
  • What is your next act?
  • How do you manage potential judgment and expectations?

Plan for success

Leverage the collective expertise of our nationwide team to design and execute every aspect of your business plan.

100+

Founders supported across a dozen industries

260+

Partners serving your financial needs

35+

Offices across the U.S.

$197B

In client assets

Plan for success

Leverage the collective expertise of our nationwide team to design and execute every aspect of your business plan.

100+

Founders supported across a dozen industries

260+

Partners serving your financial needs

35+

Offices across the U.S.

$197B

In client assets
Architect your future

Corient has helped 100+ founders across several industries. Download our entrepreneurs and founders overview to learn more about how we help you create and manage wealth.

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