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. And because of our size, we can change direction, add new strategies and even go back to the drawing board if needed.

Ramping up (Seed-Series B)

How is your stock structured and why it matters?
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 options exist for mitigating taxes in the event of a sale?

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?

100+

Founders supported across a dozen industries

260+

Partners serving your financial needs

35+

Offices across the U.S.

$190B

In client assets

100+

Founders supported across a dozen industries

260+

Partners serving your financial needs

35+

Offices across the U.S.

$190B

In client assets

Related insights

Jul 23, 2025

Adam Katz

The XYZs of QSBS: A Practical Guide to Qualified Small Business Stock

Most founders are familiar with QSBS, but do they know how it may apply to a business exit strategy? Optimizing for tax mitigation is important, but it’s not the only goal.

Jul 1, 2025

Adam Katz

Founders, Do You Need a Trust?

May 28, 2025

Adam Katz

To Take a Secondary or Not – Now That Is the Question

Jul 24, 2025

Heather Locus

What’s in a Name? After a Divorce, Plenty.

Architect your future

Corient has helped 100+ founders across several industries. Access our expertise to help your business scale and succeed.

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All data as of March 31, 2025.

Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient Private Wealth LLC’s upstream US holding company. Client assets include all of the assets in which Holdings has a majority or minority investment. Certain assets are not considered Regulatory Assets Under Management, as defined by the SEC and reported in Corient Private Wealth LLC’s Form ADV.

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.