Private Fund Professionals

We help you grow and protect today’s wealth to create a lasting legacy.

Services for Private Fund Professionals

We provide a customized, comprehensive and integrated strategy that includes all aspects of your financial life. Our advice incorporates in-depth knowledge of your firm’s investment strategies, compensation and partnership structures, capital requirements, and importantly, your individual exposure to (and the tax attributes of) the firm’s funds.

Services at-a-glance

Wealth Planning Services

We custom-build a comprehensive strategy that includes cash flow modeling, which is especially important when income is inconsistent.

Investment Management

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

Bespoke Tax-loss Harvesting Strategy

We seek to offer an innovative tax strategy that utilizes existing portfolio assets to help generate tax benefits that can offset your capital gains or ordinary income.

Family Office Services

Our full suite of Family Office Services offers tax and trust services, lending solutions and personal CFO – helping you to manage your wealth from a 360-degree perspective.

Wealth Planning Services

We custom-build a comprehensive strategy that includes cash flow modeling, which is especially important when income is inconsistent.

Investment Management

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

Bespoke Tax-loss Harvesting Strategy

We seek to offer an innovative tax strategy that utilizes existing portfolio assets to help generate tax benefits that can offset your capital gains or ordinary income.

Family Office Services

Our full suite of Family Office Services offers tax and trust services, lending solutions and personal CFO – helping you to manage your wealth from a 360-degree perspective.

A Partner for the Long Run

Wealth Foundations

Establishing a governing philosophy around investing, risk management, wealth creation and enjoying the fruits of your labor
Constructing wealth foundations through thoughtful financial, estate and tax planning
Key Financial Planning Decisions (including large expenditures, illiquid investments and use of leverage)

Building and Protecting

Strive for flexibility so that you can control your own destiny
Detailed focus on risk management to protect your growing wealth and your loved ones
Supporting philanthropic causes

Legacy

Evaluate various inflection points in your personal and professional life, including new ventures, retirement and lifestyle changes
Designing and protecting your family’s legacy
Educating and supporting the next Generation

Deep Knowledge of Important Tax Strategies

Corient's team of tax and wealth transfer experts are highly-experienced in state-of-the-art planning strategies for hedge fund managers, private equity sponsors, and venture capitalists.

Income Tax Planning

83(b) Elections
Profits Interest Structuring
Tax-Efficient Fund "Fee Waivers"
Trader and "Straddie" Tax Status

Estate Tax Planning

Safe and effective gifting of carried interest and partnership units (i.e., 2701 valuation planning
Cutting-edge estate and income tax planning with financial derivatives
Wealth transfer optimization with Qualified Small Business Stock (QSBS)

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.