LGBTQIA+ Individuals and Families

Comprehensive planning for the LGBTQIA+ community

What we offer

Marriage equality solved some, but not all of the challenges facing the LGBTQIA+ community. In order to truly protect and provide for the people you love, every decision needs to be carefully considered alongside appropriate state and federal laws.

Protection

For you, your loved ones and the future you envision

Control

Over who cares for your children, manages your health and inherits your wealth

Flexibility

To meet evolving lives and changing laws

Services at-a-glance

Building Wealth

Our experienced professionals can help you capitalize on the marriage, tax, estate and healthcare policies in effect today to build wealth more effectively and efficiently.

Family planning

We can help you navigate company benefits and assist with analyzing, understanding, and planning for the financial costs associated with the different methods for building your family. We can also help you negotiate complex family dynamics and current laws to help secure your familial rights—whether or not you are married or are a biological parent.

Retirement planning

Our team can help you understand the laws—as well as the projected living and healthcare costs—of the different areas you may be considering for retirement. We can help you make informed decisions about architecting, planning, investing for, and living in, the retirement of your dreams.

Estate planning

We can help you design and execute estate plans that help ensure the people you select are caring for your children and making decisions for your health when you cannot. We can also help you ensure that the individuals you intend to inherit your wealth actually do, whether or not they are a spouse or biological child.

Ongoing planning

Your experienced team can help you anticipate and plan for evolving needs and changing laws to help keep you on course toward your long-term goals.

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.