Individuals and Families

Our mission is to simplify your life, manage your wealth, and establish your legacy.

Services for wealthy individuals and families

As one of the largest fully integrated wealth management firms in the U.S. focused on ultra-affluent clients, we help deliver comprehensive, tailored solutions that address every facet of your financial life. Our experienced advisors collaborate closely with you and your family to help ensure your strategy evolves with your goals, values, and priorities.

Services at-a-glance

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.

Learn More

Investment Management

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

Learn More

Family Office Services

We offer a range of Family Office Services including tax support, trust, and personal CFO services, lending solutions and private aviation – helping you to manage your wealth from a 360-degree perspective.

Learn More

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.

Learn More

Investment Management

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

Learn More

Family Office Services

We offer a range of Family Office Services including tax support, trust, and personal CFO services, lending solutions and private aviation – helping you to manage your wealth from a 360-degree perspective.

Learn More

Advisory services are offered through Corient Private Wealth LLC and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request from the RIA and online at https://adviserinfo.sec.gov/. We also encourage you to review the RIA’s Privacy Policy and Code of Ethics, which are available upon request.

Family office services, such as tax support and bill pay services, are exclusively provided by Corient Family Office Services, LLC (“Family Office Services”), an affiliate of CI Financial Corp. and the RIAs. Family Office Services is not a registered investment adviser or accounting firm and does not offer or provide investment or accounting advice or services.

Corient Tax LLC can provide standalone tax planning for individuals and businesses, as well as, audit support, under a separate agreement. Corient Tax LLC is not an RIA, law firm or accounting firm and does not provide investment, legal or accounting advice or services. Clients may be charged a separate fee for these additional services.

Corient Trust Company LLC is a South Dakota trust company and provides customized administrative trust solutions. Trust Services are offered through Corient Trust Company LLC. The choice of trust situs is a complex decision that involves various legal, financial, tax and personal considerations. Corient recommends that you consult with your CPA and attorney to identify the best jurisdiction for your individual situation.

Aviation services are provided by Corient Aviation LLC, an affiliate of Corient Private Wealth LLC. Corient Aviation is acting as an air charter broker, not a direct air carrier.

Corient is not a lender or bank and does not provide loans or lines of credit to clients.