Healthcare Business Owners

Services for healthcare business owners

The Corient Healthcare Business Team was established to support the unique wealth needs of healthcare business owners. This dedicated team works with a lengthy roster of doctors, dentists and other healthcare business owners to help them grow, scale and even sell their practices.

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.

Wealth Planning

We create a comprehensive financial strategy designed to manage risk across your financial life, help you protect and grow your 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.

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.

Wealth Planning

We create a comprehensive financial strategy designed to manage risk across your financial life, help you protect and grow your 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.

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 the distinct stages of your business’s lifecycle.

Ramping up

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

Growing

How do you solve business growth challenges?
What do you need to fund your lifestyle?
How are you leveraging, delegating, and elevating your team?
How are you diversifying your wealth outside of your business?

Getting ready for the transaction

What will your post-transaction role be?
Do you need both personal and corporate representation?
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 transactions align to 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?
How do you manage potential 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.