◈ Homepage — https://corient.com/This website uses cookies We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services. You consent to our cookies if you continue to use our website.  For more details, please see "Terms and conditions in our "Terms of use". Consent Selection Necessary Preferences Statistics Marketing Show details Allow all cookies Allow selection Use necessary cookies only Menu Back to the homepage Find an Advisor ABOUT WHO WE SERVE FAMILY OFFICE SERVICES WEALTH MANAGEMENT INSIGHTS NEWS CONTACT US CLIENT PORTAL ABOUT OVERVIEW WHO WE ARE EXECUTIVE LEADERSHIP FIND AN ADVISOR CAREERS FAMILY OFFICE SERVICES OVERVIEW TAX SERVICES TRUST SERVICES PERSONAL CFO SERVICES LENDING SOLUTIONS PRIVATE AVIATION FAMILY OFFICE STRUCTURING WEALTH MANAGEMENT OVERVIEW WEALTH PLANNING INVESTMENT MANAGEMENT FIND AN ADVISOR Wealth management redefined At Corient, we designed our firm around a unique partnership model to redefine modern wealth management. DISCOVER OUR SERVICES Real wealth requires real solutions At Corient, we are breaking down the barriers that stand in the way of true collaboration. EXPLORE OUR SOLUTIONS $ 0 1 2 0 1 2 3 4 5 6 7 8 9 0 1 2 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 b i l l i o n $222 billion IN CLIENT ASSETS 0 1 2 7 8 9 0 1 2 3 4 5 8 9 0 1 2 3 4 5 6 7 8 9 0 + 250+ PARTNERS Find a wealth advisor At Corient, we empower our advisors to bring the best of the firm to every client interaction. FIND AN ADVISOR $ 0 1 2 0 1 2 3 4 5 6 7 8 9 0 1 2 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 b i l l i o n $222 billion IN CLIENT ASSETS 0 1 2 7 8 9 0 1 2 3 4 5 8 9 0 1 2 3 4 5 6 7 8 9 0 + 250+ PARTNERS Go to first slide Go to second slide Go to third slide Learn more about Corient Discover how different wealth management can be with Corient. Download now. First Name Last Name Email Yes, I would like to receive information about Corient and have read and agree to Corient's Privacy Policy and Terms of Use. SUBMIT This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Thank you for reaching out! Oops, an error occurred. Continue Your Journey Speak to a Partner CONTACT US Corient manages $222 billion in client assets. All data as of March 31, 2026. 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. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures © 2026 Corient Private Wealth LLC. All rights reserved. ◈ Interior Pages — 29 pages crawledDisclosure Brochures | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Corient Private Wealth LLC and Affiliates Disclosure Brochures Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More To learn more about Corient Private Wealth LLC and each of our affiliates including our relationship with clients and the services we provide see the disclosure documents related to each entity below. Corient Private Wealth LLC Form ADV Part 2A and Client Relationship Summary — https://adviserinfo.sec.gov/firm/summary/319448 Corient IA LLC Form ADV Part 2A — https://adviserinfo.sec.gov/firm/summary/326262 Affiliate Firm and Disclosure Brochure Cabana Asset Management — https://adviserinfo.sec.gov/firm/summary/151418 Columbia Pacific Advisors, LLC — https://adviserinfo.sec.gov/firm/summary/142725 GLASfunds, LLC — https://adviserinfo.sec.gov/firm/summary/150884 Segall Bryant & Hamill, LLC — https://adviserinfo.sec.gov/firm/summary/106505 As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Family Office Service Overview | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Family Office Services Overview Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Redefining the Modern Family Office At Corient, we are trusted by the nation’s most prominent and complex families to guide their most critical challenges and steward their multigenerational initiatives. As fee-only fiduciaries, we always put your needs first. And by bringing together local expertise and national resources, backed by incredible scale, we empower our teams to seamlessly deliver the full strength of the firm—every expert, every insight, every time. Further, because your team evolves as your needs do, we firmly believe that there is no challenge we cannot solve and no client that can outgrow our services. Explore our solutions What we do We simplify your life and your wealth We offer three approaches to meet the needs of each distinct client: Advisory We provide strategic insight and advice for constructing, expanding, or managing your own family office outside of Corient. A la carte We provide a la carte services to meet the specific needs of individuals, families, and family offices. Comprehensive We build out and manage a new family office or take over and expand your existing one to provide the nuanced services you need today and the ability to evolve and grow with your desires, requirements and wealth. Regardless of which approach works best for your family, you can rely on us to be proactive, discrete, and precise. How we work together Customization. Trust. Integration. Families are unique. So are family members. We take the time to understand your family dynamics and help you gain the confidence needed to rely on us to manage your wealth from the smallest details to the largest. We then create your bespoke family office with the nuanced services you need today and the ability to evolve and grow as your objectives, requirements and goals change over time. Your family office team is fully integrated with your wealth advisor, investment professionals, estate planners, and other experts across Corient. We conduct regular full team meetings where each member discusses what is happening from their perspective. This allows for the foresight to see and handle potential opportunities and challenges before they arise. Continue Your Journey Speak to a Partner Contact Us The term "Family Office Services” is being used as a term of art and not to imply that Corient or its employees are acting as a family office pursuant to Investment Advisers Act of 1940. Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Disclosure | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Disclosure Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents are not intended to be advice tailored to any particular person or situation. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. This information may include opinions or forecasts, including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice. We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules. Different types of investments involve degrees of risk. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable or suitable or prove successful. Past performance is not indicative of future results. One cannot invest directly in an index or benchmark, and those do not reflect the deduction of various fees that would diminish results. Any index or benchmark performance figures are for comparison purposes only, and client account holdings will not directly correspond to any such data. 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. Our clients must, in writing, advise us of personal, financial, or investment objective changes and any restrictions desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed. For current clients, please advise us immediately if you are not receiving monthly account statements from your custodian. We encourage you to compare your custodial statements to any information we provide to you. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Executive Leadership | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor About Us Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Our executive leadership team Kurt MacAlpine Partner, Chief Executive Officer Leonard L.C. Gullan Partner, Chief Operating Officer Julie Silcox Partner, Chief Marketing Officer Manisha Burman Chief Human Resource Officer Andrew Holmberg Partner, Chief Solutions Officer Peter Papamichalopoulos Partner, Head of M&A Peter Watson Partner, Head of Alternatives Francisco Tobias Partner, Chief Financial Officer Darren Henderson Partner, Head of US Wealth Advisory Matt Krauss Partner, Chief Investment Officer Scott Akins Partner, General Counsel Kurt MacAlpine Partner, Chief Executive Officer Kurt is a Partner and CEO of Corient and CEO and Director of CI Financial. As CEO of CI Financial, he introduced a new strategic direction for CI that resulted in the creation and growth of Corient, which was launched in 2020 in the US. As of December 2025, Corient has grown to $224 billion in client assets and has integrated 40 firms into one unified wealth manager. Within Corient, Kurt developed a unique private partnership model in which ~280 Partners are equity owners in the business. Corient’s partnership of equals promotes collaboration and incentivizes our Partners and colleagues to bring the best that Corient has to offer to each and every client. Prior to CI, Kurt was EVP and Head of Global Distribution for WisdomTree Asset Management and Partner/Leader of the North American Asset Management Practice at McKinsey & Company. Kurt holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University. Leonard L.C. Gullan Partner, Chief Operating Officer Leonard is a Partner and Chief Operating Officer (COO) of Corient. As COO, he is responsible for overseeing the firm’s operations, technology, trading, legal, compliance and real estate teams. He also leads transformation teams that build and power the innovative operating platform that differentiates Corient’s client solutions and services. Prior to Corient, Leonard was a Managing Director at Citadel, a leading hedge fund, where he held a variety of senior leadership roles, including Chief Operating Officer of Global Equities. Prior to Citadel, he worked at McKinsey & Company and was a successful entrepreneur early in his career. Leonard serves on the Board of Directors of Baptist Health Foundation. He received his bachelor’s degree from the University of North Carolina at Chapel Hill, where he was captain of the tennis team, and his MBA from the University of Chicago Booth School of Business. Julie Silcox Partner, Chief Marketing Officer Julie is a Partner and Chief Marketing Officer (CMO) of Corient and CI Financial. She is responsible for all aspects of global branding and communications. She joined the firm in 2020. Prior to CI, Julie served as CMO at WisdomTree Investments for 14 years, building the company’s brand from a start-up to a leading global ETF firm. Prior to that, she was a Senior Vice President at Bank of America (BAC) overseeing marketing for their Private Bank, then the largest in the country. Before BAC, Julie held senior marketing roles at Citigroup and Fidelity. She is a graduate of New York University. Manisha Burman Chief Human Resource Officer Manisha is the Chief Human Resources Officer (CHRO) of CI Financial and Corient. In this role, Manisha leads the HR Function, including Total Rewards, Learning and Leadership, Employee Relations, HR Systems and Governance, Corporate Giving and Talent Acquisition. Throughout her career, Manisha held senior HR, Business and Transformation roles at global organizations including EY, GE, RBC and BMO. Most recently at BMO, Manisha’s roles included CHRO of Capital Markets and Wealth International, the Head of Talent Management and the Head of Client Experience and Workforce Effectiveness. Manisha holds a master’s degree in industrial relations from the University of Toronto, an undergraduate degree in psychology and research methods from the University of Western Ontario and a certificate in business management from the London School of Economics. Andrew Holmberg Partner, Chief Solutions Officer Andrew is a Partner and Chief Solutions Officer at Corient. Andrew is responsible for managing Corient’s traditional investment strategy and platform, which provides leading investment capabilities for clients. He oversees our wealth planning function, delivering comprehensive financial planning as well as sophisticated wealth transfer strategies. Additionally, Andrew manages our family office services, including Corient’s tax business, personal CFO services and corporate trustee services provided through Corient Trust Company. Prior to Corient, Andrew worked at Millennium Management, a leading global hedge fund, serving in multiple strategic and operational roles, and before that, at the Boston Consulting Group, covering corporate clients within a range of financial services. Andrew is a graduate of Duke University and holds an MBA from Harvard Business School. Peter Papamichalopoulos Partner, Head of M&A Peter is a Partner and Head of M&A at Corient, where he leads the firm’s mergers and acquisitions efforts and drives its integration strategies. As of September 2024, he has managed the sourcing and execution of more than 40 deals, with a combined total of USD $185 billion in client assets. Peter joined CI Financial in 2003 following its acquisition of Assante Wealth Management. Before taking on his current role at Corient, he held various positions across both the asset and wealth management sectors at CI Financial. Peter holds a degree from Concordia University. Peter Watson Partner, Head of Alternatives Peter is a Partner and Head of Alternatives for Corient and CI Financial. He oversees sourcing, diligence and administration on behalf of CI’s combined USD $354+ billion in client assets(as of 10/21/24), investing in best-in-class third-party managers to deliver on clients’ goals. Peter is also the Regional Managing Partner for the NY/Tri-State Wealth Advisory team at Corient. Prior to Corient, Peter was a Partner at Boston Consulting Group (BCG) in the Asset and Wealth Management practice. Prior to BCG, Peter was the Head of Data Intelligence and Strategy at WisdomTree Asset Management. Peter started his career at McKinsey & Company and holds a PhD from Scripps Research and a BA from Carleton College. Francisco Tobias Partner, Chief Financial Officer Francisco is a Partner and Chief Financial Officer (CFO) of Corient. He brings more than 25 years of experience in global finance and corporate strategy and joined us from Citigroup, where he served as CFO for Europe, Middle East and Africa. He spearheaded Citi’s finance modernization, governance and technology transformation, giving him deep knowledge of data management, regulatory reporting and capital planning. Francisco was also CFO of Citibanamex and the Latin American Region. Prior to that, Francisco worked at Smith Barney and Citi Private Bank, where he was involved in several M&A deals (Legg Mason, Wachovia and the sale to Morgan Stanley). He is a graduate of the Buenos Aires Institute of Technology (ITBA) and holds an MBA from the Tuck School of Business at Dartmouth. Darren Henderson Partner, Head of US Wealth Advisory Darren is a Partner and Head of US Wealth Ad Privacy Policy | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Privacy Policy Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Effective Date: July 31, 2023 This Privacy Policy (“Policy”) describes how Corient Private Wealth LLC and its affiliate, subsidiary, and related entities (collectively, “Corient Private Wealth,” “we,” “us,” or “our”) collect, use, disclose, and retain personal information about individuals who interact with each website, mobile application, and other online platforms that link to this Policy (collectively, the “Site”) and the services available through our Site (collectively, the “Services”). This Policy also describes the rights you may have regarding our processing of your personal information under applicable local law. By accessing the Site or using any of our Services, you acknowledge and agree that your personal information will be handled as described in this Policy. Your use of the Site and Services, and any dispute over privacy, is subject to this Policy and our Terms of Use, including its applicable limitations of liability and the resolution of disputes. The Corient Private Wealth Terms of Use are incorporated by reference into this Policy. Note to California Residents: This Policy describes how we collect, use, disclose, sell, share, and retain your personal information, and your rights and choices over our processing of your personal information. For additional information relating to your rights and our processing of your personal information, please navigate to the Additional State Disclosures section below. Table of Contents Categories of Personal Information We Collect About You How We Use Your Personal Information How We Disclose the Information We Collect Our Use of Cookies and Related Technologies Additional State Disclosures Marketing Communications Security Of My Information Third Party Links Children Contact Us Changes to This Policy Categories of Personal Information We Collect About You Depending on your interaction with us, we may collect the following categories of personal information about you directly from you, automatically through your use of our Site or Services, and from third parties: Identifiers, such as your name, email address, telephone number, mailing address, date of birth, social security number, driver’s license or state issued identification card number, passport or other government-issued identification card number, account login credentials, IP address, device identifier, unique online identifier, or similar identifiers. Protected classifications, such as your age, gender, marital status, nationality, and country of origin. Financial information, such as your estimated level of investible assets, financial account number, credit card number, debit card number, or other payment card information. Commercial information, such as records of services and resources obtained or considered, feedback you may provide, and the contents of your communications with us. Professional or employment-related information, such as your occupation, employment history, professional contact information, education history, or other information provided by you in connection with the Services or in the job application process. Education information, such as where you attended school. Audio, video, electronic or similar information, such as CCTV footage and photos captured in and around our offices. Internet or other electronic network activity, such as your browser type and operating system; browsing history, clickstream data, search history on the Site, and information regarding your interaction with an internet website, mobile application, email, newsletter, or advertisement, including access logs and other activity information related to your use of our Site; the length of time you visit our Site; and the referring URL, or the website or application that led you to our Site. Geolocation data, such as the approximate physical location of your device or network connection. Inferences, such as inferences drawn to create a profile reflecting your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, or aptitudes. Sensitive personal information, as defined under applicable local law, such as social security number, driver’s license or state-issued identification card number, passport number, financial account information, credit card number, debit card number, or other payment card information, certain characteristics of protected classifications, and account login credentials and passwords. Information We Collect Directly From You . We collect personal information directly from you when you use our Site or Services. If you register for an account, we may collect your name, login credentials, telephone number, postal address, and email address. If you contact us, we may collect information such as your name, email address, zip code, your estimated level of investible assets, your preferences (such as the Services that you may be interested in), the contents of a message or attachments that you may send to us, and other information you choose to provide. We may also collect information directly from you when you register for a webinar or other event. If you apply for employment with us, we may collect information from you in the online resume submission process. Information We Collect Automatically . We, and our third party business partners, automatically collect personal information when you use our Site using cookies, pixel tags, clear GIFs, and similar technologies. This may include information such as your IP address and the types of personal information described above as “Internet or other electronic network activity.” For additional information, please review our section below on “Our Use of Cookies and Related Technologies.” How We Use Your Personal Information We use each of the categories of your personal information described above for the following business purposes: To provide our Services and fulfill your requests . We use your information to provide and maintain our Site and Services, to process and fulfill your requests, to communicate with you about your use of our Services, to respond to your inquiries, and for other customer service and business administration purposes. To improve our Site and Services . We use your information to understand and analyze how you use our Site and Services, to improve and enhance the Site and Services, and to develop new services, electronic offerings, features, and functionality. Identity and authentication purposes . We use your information for identification and authentication purposes. For example, when you enter your account login credentials to enter one of our registration or login portals, we use your login ID and password to authenticate your identity. Personalization . We use your information to tailor the content and information that we may send or display to you, to offer location customization, to provide personalized offers, personalized help and instructions, and to otherwise personalize your experiences while using the Site and Services. Marketing and promotional purposes . We may use your information to send you news and newsletters, webinar and event updates, and to communicate with you about products, services, and special promotions offered by us or our third party business partners that may be of interest to you. We may a Wealth Management | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Wealth Management Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Strategic wealth management aligned with your vision We offer highly bespoke, integrated wealth management—centered around you, your values, ambitions and legacy—designed to reflect the full complexity of your financial life. From investment strategy and tax efficiency to multi-generational wealth transfer, every element is tailored to support your long-term goals with discretion, precision, and purpose. Wealth planning Make confident financial decisions. Our experienced advisors use advanced planning tools to help develop wealth forecasts and comprehensive financial plans that analyze a wide range of data points such as your assets, liabilities, income, and cash flow. Financial independence and cash-flow projections Risk Management Tax Planning Charitable Planning Estate and Wealth Transfer Planning Education Planning Learn more Investment management Preserve and explore ways to grow your wealth with Corient. We strategically design asset allocations and portfolios to meet your goals. Capitalize on opportunities to reduce risks, enhance performance, or manage taxes as markets, economies, trends and your life evolve. Deep utilization of research Diversification Strategic asset allocation Tax optimization Customized portfolio construction Ongoing monitoring Learn more Wealth planning Make confident financial decisions. Our experienced advisors use advanced planning tools to help develop wealth forecasts and comprehensive financial plans that analyze a wide range of data points such as your assets, liabilities, income, and cash flow. Financial independence and cash-flow projections Risk Management Tax Planning Charitable Planning Estate and Wealth Transfer Planning Education Planning Learn more Investment management Preserve and explore ways to grow your wealth with Corient. We strategically design asset allocations and portfolios to meet your goals. Capitalize on opportunities to reduce risks, enhance performance, or manage taxes as markets, economies, trends and your life evolve. Deep utilization of research Diversification Strategic asset allocation Tax optimization Customized portfolio construction Ongoing monitoring Learn more Manage each aspect of your financial life We offer a range of Family Office Services including tax support, bill pay, trust services, personal CFO services, lending solutions and private aviation that can be integrated into your overall wealth plan. Learn more Continue Your Journey Speak to a Partner Contact Us 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. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Terms of Use | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Terms of Use Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Effective July 31, 2023 These website terms and conditions of use for https://www.corient.com constitute a legal agreement and are entered into by and between you and Corient Private Wealth LLC (“ CPW ,” “ we ,” “ us ,” “ our ”). The following terms and conditions, together with any documents and/or additional terms they expressly incorporate by reference (collectively, these “ Terms and Conditions ”), govern your access to and use of, including any content, functionality, and services offered on or through, https://www.corient.com (this “ Website ”). BY ACCESSING THIS WEBSITE OR USING ANY OF OUR SERVICES, YOU ACCEPT AND AGREE TO BE BOUND BY AND COMPLY WITH THESE TERMS AND CONDITIONS AND OUR PRIVACY POLICY, INCORPORATED HEREIN BY REFERENCE. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS OR THE PRIVACY POLICY, YOU MUST NOT ACCESS OR USE THIS WEBSITE. By using this Website, you represent and warrant that you are the legal age of majority under applicable law to form a binding contract with CPW, reside in the United States, and meet all of the foregoing eligibility requirements. If you do not meet all of these requirements, you must not access or use this Website. All materials on this Website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, or disclosures apply to any partial document or material in the same manner as they do the whole, and will be deemed incorporated in the portion of any material or document that you consult or download. CPW services and products are only offered in jurisdictions where they may be lawfully offered for sale. All services and products are subject to the terms of each and every applicable agreement. It is important to note that not all services, products and information are available in all jurisdictions outside the United States. This Website and any content provided thereon should not be considered an offer to sell or buy, nor a solicitation of an offer to sell or buy, any investment advisory service, any investment fund or other product, or any investment information. Prospective clients or investors who are not residents of the United States should consult with their legal or financial advisors to determine whether CPW services and products may be lawfully offered or sold in their jurisdiction. Information provided on this Website (the “ Information ”) is intended for informational purposes only and is not intended to provide investment, financial, legal, tax or accounting advice, and should not be relied upon in that regard. Nothing on this Website constitutes investment advice or recommendations as to the suitability of any specific service, product, investment or information. Any materials on this Website are provided for convenience and informational purposes only. Many factors unknown to CPW may affect the applicability of any statement or comment made on this Website to your particular circumstances. You should not rely on the Information for investment, financial, legal, tax or accounting advice. You should directly consult your financial professional or other advisors before acting on any Information. Information on this Website is being provided with the understanding that CPW is not acting in a fiduciary capacity in respect of any such Information. None of CPW, its affiliates or any of its or their directors, officers, employees, agents, service providers, contractors, licensors, suppliers, successors or assigns (all of the forgoing, collectively, the “ CPW Parties ”) shall have any liability whatsoever for any investment decisions or the results of any investments made by a user in reliance on any Information. All investment advisory and other services and products referenced on this Website are managed and offered by CPW and certain affiliate firms of CPW. Modifications to the Terms and Conditions and to this Website We reserve the right in our sole discretion to revise and update these Terms and Conditions from time to time. Any and all such modifications are effective immediately upon posting and apply to all access to and continued use of this Website thereafter. The date these Terms and Conditions were last revised is listed at the top of this page. If the updates to these Terms and Conditions, in our sole discretion, are material, we will notify you through a banner or other notice posted to this Website, or by email to the email address associated with your user account, if any. By continuing to access or use this Website after the revised Terms and Conditions become effective, you agree to be bound by the revised Terms and Conditions. If you do not agree to the revised Terms and Conditions, you must stop accessing and using this Website. The information and material on this Website, and this Website itself, may be changed, withdrawn or terminated at any time in our sole discretion without notice. We make this Website and the content thereon available as a convenience to you, and we are under no obligation to ensure that the Website is accessible or that the content thereon is up to date. We will not be liable if, for any reason, access to all or any part of this Website is restricted or unavailable to users at any time or for any period, or if any information or material on the Website is out of date. Privacy Your access to and use of this Website constitutes your consent to certain personal information being collected, held, used and disclosed by CPW in the ways and for the purposes identified in these Terms and Conditions and in CPW’s Privacy Policy, found at https://www.corient.com/privacy-policy . If you do not agree to CPW’s Privacy Policy, you must not access or use this Website. Any provision of registration information and any submissions you make to this Website through any functionality such as applications, chat rooms, email, message boards, personal or interest group web pages, profiles, forums, bulletin boards and other such functions (collectively, “ Interactive Functions ”) constitute your consent to all actions CPW takes with respect to such information consistent with CPW’s Privacy Policy. The contents of any chat session on this Website are intended for informational purposes only and are not to be used or construed as an endorsement or recommendation of any entity or security discussed. The information in a chat session should also not be construed as investment, tax, legal or accounting advice, and should not be relied upon in that regard. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Clients and investors should always consult their professional advisors prior to implementing any changes to their investment strategies. To the extent that, within a chat session, you provide us with personal information of another individual, you represent that you have the authority and/or have obtained all necessary consents from such individual to enable us to collect, use and disclose such personal information for the purposes identified in CPW’s Privacy Policy and as permitted or required by law. By accepting personal information from CPW or its affiliates, service providers and agents, you agree to comply with t Personal CFO | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Personal CFO Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Family Wealth, Redefined. Your Personal CFO Support Mona Manahi, Head of CFO Services, describes how Corient helps optimize our clients' financial resources and support them in various aspects of their life. Watch Video Personal CFO services for life at the highest level Our Personal CFO services are designed to simplify and elevate the financial lives of our most discerning clients. We act as your financial command center—integrating, overseeing and aligning every facet of your financial world—from liquidity and cash flow to tax strategies, estate coordination, and philanthropic planning. With discretion and precision, we expertly manage your financial complexities, so you can focus on what matters most. Personal CFO advantages Unlock your time Refocus your time toward family, creative pursuits, or business endeavors. Gain peace of mind Your dedicated team of professionals are trained to handle your personal information with sensitivity and confidentiality. And they work closely with your advisors to help ensure seamless execution of deliverables. Privacy and security Our process is built around safety, security, and privacy for you. We have strong operational and security infrastructure, as well as strict segregation and internal controls. Unlock your time Refocus your time toward family, creative pursuits, or business endeavors. Gain peace of mind Your dedicated team of professionals are trained to handle your personal information with sensitivity and confidentiality. And they work closely with your advisors to help ensure seamless execution of deliverables. Privacy and security Our process is built around safety, security, and privacy for you. We have strong operational and security infrastructure, as well as strict segregation and internal controls. Services at-a-glance Financial management Treasury/Cash management Financial modeling and budgeting Payroll/ benefits administration Document, contract, vendor management Liaison to CPAs, attorneys, investment advisors, insurance brokers, banks and others Segregation and internal controls Strong operational and security infrastructure Bill pay services Track, gather, review bills Invoice approval and payment processing Monitor account activity for duplicate payments and irregular activity Monthly reporting of vendors paid Expense tracking and categorization Quarterly reporting by spending categories 1099 preparation and reporting Accounting and reporting Balance sheets and income/expense statements Entity accounting for LLCs, trusts, and foundations Track basis for real estate, art, collectibles, projects Full reconciliation and posting of investment activity Bank and credit card posting and reconciliation Customized expense reporting Flag significant purchases to add to insurance Tax support CPA ready financials for estimated tax planning and year-end tax prep Tax packages: charitable, gift, entity reporting, K-1s, 1099s, etc. Lifestyle management Property management/construction assistance and oversight Yacht and private aircraft consulting Private aviation services with preferential pricing for jet cards and charters Concierge services for custom situations Continue Your Journey Speak to a Partner Contact Us Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services. 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. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Sitemap | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Sitemap Navigation Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Fraud Awareness Who We Serve Athletes and Entertainers Business Owners Divorcing Individuals Entrepreneurs and Founders Corporate Executives Attorneys Healthcare Business Owners Foundations and Endowments Individuals and Families LGBTQIA+ Individuals and Families Private Markets Professionals Contact Us Client Portal Insights Insights Creating a Business That’s Built to Sell Liability Insurance Needs for Retirees What California Prop 19 Could Mean for Seniors and Their Heirs Cash Management for the Short Term Market Pullbacks and Financial Planning Do You Need a Vacation in Retirement? Why Do I Need Life Insurance? Preparing for Life after the Sale of Your Dental Practice Do International Stocks Make Sense for Your Portfolio? Health: Among our 10 Elements of Retirement Success 10 Elements of Retirement Success Entering the Workforce - From Cap & Gown to Suit & Tie 3 Tips for the “Unnerved” During Market Downturns 5 Steps for a Safer Online Experience Transitioning Your Dental Business – Are You Ready? Women Versus Men Saving in 401(k) Plans Which Companies Are Best Positioned for Rising Rates? A Good Life: 5 Steps to Investing in Relationships How to Help a Loved One Through Divorce Planning for the Widow’s Tax Penalty ASD and the Important Role of Financial Planning Backdoor Roth IRA Contributions Changing Your Domicile – What to Consider A Guide to Charitable Remainder Trusts Collections and Estate Planning, Part 2: The Division of Assets Collections and Estate Planning, Part 4: Charitable Giving Qualified Charitable Distributions: Five Common Mistakes Continuing Care Retirement Communities: What You Need to Know To Shred or Not to Shred: Decluttering Your Financial Paperwork Transition from Disability Income to LTC Insurance Do You Have a Philanthropic Budget? End-of-life Planning: Not Only for the Elderly Estate Planning for Pets—A Primer on Pet Trusts Estate Planning Strategies When Interest Rates Are Higher Financial Advice for Executive Women 5 Tips for Year-End Charitable Giving 5 Ways to Help Aging Loved Ones 5 Ways to Stay Healthy During Retirement Four Ways to Use Excess RMDs High Interest Rates Got You Down? Consider a CRAT How and When to Invest that Bonus Money Walk the Line: How to Help Future Generations without Disempowering Them How to Plan for a Liquidity Event Impact Giving: The Power of Collective Giving Is “Early Retirement” the Right Plan for You? Is Pennsylvania a New Retirement Destination? Business Owners—Is Your Buy-Sell Agreement Ready to Go? Leveraging Assets for Debt Looking to Make a Move Prior to Selling Your Home? Managing Wealth Takes Patience March Madness and Mad Money Use “Mise en Place” When Electing Employer Benefits Money Conversations Matter in Second Marriages Navigating a Gray Divorce A Consideration of Net Worth by Life Stage Open Enrollment: Consider the Entire Benefits Menu Collections and Estate Planning, Part 3: Potential Tax Concerns for Collectors Do You Know How to Protect Your Digital Legacy? Divorcing? Protect Your Finances Retiring in 3 Years? 4 Actions for Senior Executives to Consider Family: Among our 10 Elements of Retirement Success Work: Among the 10 Elements of Retirement Success The Retirement Grace Period Is a Roth Conversion Right for Me? Save on Estate Taxes by Gifting Your Carried Interest Social Security Planning for Children with Disabilities State Estate Taxes – Will You Have to Pay? Successfully "Land" Your Retirement Talk Money with Your Family 5 Ways Tax Planning May Save You Cash Your Guide to Tax-Smart Retirement Planning The Estate Planning Cliché The Gift of Giving The Perils of Owning a Vacation Home The Working Daughter Needs Help Traveling with a Purpose Understanding Private Investments Understanding Severance Packages, Part 2: What Happens to Your 401(k) Understanding Severance Packages, Part 4: Getting a Severance Package? Keep Insurance Coverage in Mind Understanding Severance Packages, Part 5, Understand Your Severance-Related Pension Plan Options Understanding Severance Packages, Part 3: Stock Awards and Investment Portfolios What Insurance Do I Need in Retirement? Your Business: What Is Your Buyer Thinking? Tax-Smart Strategies: Why Consider a Roth IRA Conversion Now? Working Wealthy – Goals Over Budgets Working Wealthy – Where Does the Money Go? Nine Year-End Tips to Save on Taxes How to Sell Your Business Home: Among our 10 Elements of Retirement Success NUA Strategy, Part 1: An Undiscovered Pearl in Your 401(k) Financial Considerations for Aging Parents NUA Strategy, Part 2: Put Your After-Tax Contributions to Work Leisure: Among our 10 Elements of Retirement Success LGBTQ+ Families: Preparing for the Costs of Parenthood Tax Considerations for LGBTQ+ Couples 7 Tips for Staying Safe When Traveling Abroad Three Questions to Ask Prior to Selling Your Dental Business Giving: Among our 10 Elements of Retirement Success 5 Financial Conversations LGBTQ Couples Should Have Teaching Kids about Money on Vacation What Is Private Placement Life Insurance (PPLI)? Money: Among our 10 Elements of Retirement Success Starting a New Job? 6 Financial Items to Consider Do I Have Enough Money to Seize Opportunities? Before the Bells: Prenup Protection Credit Protection: 2 Ways to Safeguard Information Plan Your Business Exit Strategy Newly Retired? 6 Tips for Setting Up Your Retirement Paycheck Estate Documents for College-Bound Children How to Unlock Long-Term Care Insurance Benefits 3 Common Objections to Business Exit Planning Finding (and Funding) Your Home in Retirement 3 Tools to Help Discuss College Tuition with Children You’re Ready to Sell Your Business – But Is It Ready? Simplifying Restricted Stock – What You Should Know Big Financial Decisions behind the Big Day Insuring Your Home in Retirement 529 Distributions – Getting Your Bucks in a Row Single? Here’s an Estate Planning Approach for You Don't Rock Climb Without a Rope How to Retire Without a Mortgage College Costs – Where Are They Heading? Newlywed? Here’s an Estate Planning Approach for You Exercising Your Private Company ISOs Financial Advisors Can Help You through Divorce New Parent? Here’s an Estate Planning Approach for You Working Wealthy—There Is No Finish Line Want to Help a Family Member with College Expenses? Kids Becoming Adults? Here’s an Estate Planning Approach for You Coping with Loneliness after Loss Liquidity Planning for Business Succession Covering Your Adventures—Travel Insurance for Retirees New Planning Opportunities for 529 Plans Children Getting Married? Here's an Estate Planning Approach for You Exit Your Business Thoughtfully for a Brighter Future Should You Buy or Lease a Car? Stock Awards, Part 1: Planning to Manage Tax and Risk Have Grandkids? Here’s an Estate Planning Approach for You Have You Written “the Letter”? Aging Is a Team Sport Stock Awards, Part 2: Mechanics and Taxation of Three Common Types Blended Family? Here’s an Estate Planning Approach for You Three Times for Charitable Giving 5 Steps to Fraud Prevention Coordinate Tax Planning with Your Financial and Tax Advisors Retiring and Moving? Here’s an Estate Planning Approach for You Property Financing: How to Find Potential Tax Savings What’s New with the SECURE 2.0 Act Protect Your Children from Identity Theft Optimize Your Private Aviation | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Private Aviation Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Advantages and benefits Private jet features Convenience and flexibility Comfort and privacy Less time and stress Fewer restrictions Flying made easier Options with no upfront capital commitment No additional fees for repositioning in the continental US Corporate-level benefits Materially reduced per-hour pricing Ability to upgrade and downgrade aircraft types Private jet features Convenience and flexibility Comfort and privacy Less time and stress Fewer restrictions Flying made easier Options with no upfront capital commitment No additional fees for repositioning in the continental US Corporate-level benefits Materially reduced per-hour pricing Ability to upgrade and downgrade aircraft types Private aviation access with corporate advantages Through established partnerships with premier aviation partners, select clients can enjoy seamless access to the exclusivity and flexibility of private aviation with the financial efficiency of corporate-level pricing. Whether it's for business, leisure, or multi-generational travel, our private jet solutions offer unparalleled convenience, discretion, and time optimization—for those who expect nothing less. Access to luxury aircraft We provide select clients with access to modern luxury jets—including small, mid-sized, super mid-sized and large/heavy options—to meet their private travel needs. Solutions to meet your distinct needs Occasional travelers Frequent travelers Offshore charters Learn more Continue Your Journey Speak to a Partner Contact Us Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. 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. Access to Corient Aviation is subject to eligibility requirements. All flights will be conducted under the operational control of a certificated Part 135 direct air carrier or direct foreign air carrier. Materially reduced per-hour pricing is compared to non-discounted individual rates offered by the same third-party air charter broker. Materially reduced per-hour pricing is compared to non-discounted individual rates offered by the same third-party air charter broker. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Who We Serve | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Who We Serve Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Tailored solutions for every stage of wealth Individuals and families We help wealthy individuals and families enjoy a full life, preserve their wealth for future generations and provide for the people, causes and communities they care about. Learn More Athletes and entertainers The Corient Sports & Entertainment Group is dedicated to serving the unique wealth needs of professional athletes and entertainers. This group also works to enhance the services business managers and agents provide with custom financial planning, advice, and strategies. Learn More Attorneys We provide custom planning, advice and strategies that help prepare you for the realities of managing wealth through partnership and beyond. Learn More Business owners We help business owners unlock value and strategize aspects of wealth management ranging from sales to successions and wealth transfers. Learn More Corporate executives We help executives who need to consider and manage restrictive assets, minimize taxes and plan for retirement. Learn More Healthcare business owners Think of us as your strategic coach, coordinating with your attorney, CPA, TPA and other consultants to ensure that all decisions made on behalf of you, your family, your practice, and your employees work in concert to help you reach your personal and professional goals. Learn More Divorcing individuals Corient has the knowledge and experience to help you prepare for the road ahead, feel organized and in control, and make sound decisions with confidence. Learn More Entrepreneurs and founders We have deep experience helping entrepreneurs and founders to proactively identify, think through, and plan for both the known and unknown today and tomorrow. Learn More Foundations and endowments We help organizations like yours with financial planning, spending policies, risk reduction, investment management and wealth preservation. Learn More Private markets professionals The Corient Private Markets Professionals Group is dedicated to advising on and supporting the unique needs of founders and executives from some of the leading alternative asset management firms. Learn More LGBTQIA+ Individuals and Families We have the experience and knowledge to help LGBTQIA+ individuals and their families capitalize on the marriage, tax, estate and healthcare policies in effect today to build wealth more effectively and efficiently. Learn More Tailored solutions for every stage of wealth Individuals and families We help wealthy individuals and families enjoy a full life, preserve their wealth for future generations and provide for the people, causes and communities they care about. Learn More Athletes and entertainers The Corient Sports & Entertainment Group is dedicated to serving the unique wealth needs of professional athletes and entertainers. This group also works to enhance the services business managers and agents provide with custom financial planning, advice, and strategies. Learn More Attorneys We provide custom planning, advice and strategies that help prepare you for the realities of managing wealth through partnership and beyond. Learn More Business owners We help business owners unlock value and strategize aspects of wealth management ranging from sales to successions and wealth transfers. Learn More Corporate executives We help executives who need to consider and manage restrictive assets, minimize taxes and plan for retirement. Learn More Healthcare business owners Think of us as your strategic coach, coordinating with your attorney, CPA, TPA and other consultants to ensure that all decisions made on behalf of you, your family, your practice, and your employees work in concert to help you reach your personal and professional goals. Learn More Divorcing individuals Corient has the knowledge and experience to help you prepare for the road ahead, feel organized and in control, and make sound decisions with confidence. Learn More Entrepreneurs and founders We have deep experience helping entrepreneurs and founders to proactively identify, think through, and plan for both the known and unknown today and tomorrow. Learn More Foundations and endowments We help organizations like yours with financial planning, spending policies, risk reduction, investment management and wealth preservation. Learn More Private markets professionals The Corient Private Markets Professionals Group is dedicated to advising on and supporting the unique needs of founders and executives from some of the leading alternative asset management firms. Learn More LGBTQIA+ Individuals and Families We have the experience and knowledge to help LGBTQIA+ individuals and their families capitalize on the marriage, tax, estate and healthcare policies in effect today to build wealth more effectively and efficiently. Learn More Continue Your Journey Speak to a Partner Contact Us As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. About Us | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Welcome to Corient Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Who we are One Team. One Unique Partnership Model. Corient is the largest fee-only fiduciary in the U.S. focused on ultra-high and high-net-worth clients. At Corient, we combine deeply personal service and local expertise with the resources of a global leader. Our unique partnership model fosters true collaboration, bringing together local expertise and national resources backed by incredible scale. As a result, our teams are empowered to seamlessly deliver the full strength of the firm to even the most complex clients wherever they work and live—every expert, every insight, every time. Corient at-a-glance The largest integrated fee-only RIA in the U.S. focused on serving ultra-high and high-net-worth clients Fiduciaries operating under the highest standard of client care A private partnership with more than 280+equity partners Entrusted with more than $224 billion* in client assets What we do The Full Strength of the Firm in Every Interaction. By design, our professional services partnership removes the obstacles typical in most traditional wealth firms. Rather than competing for clients, Corient advisors work together as a unified team to successfully guide our clients through the complexities of significant wealth. Through this collaborative approach—and leveraging global resources—our compounding expertise, innovative investments, and incredible scale empower us to help simplify client lives, manage wealth effectively and efficiently, and establish lasting legacies. How we’re different We are informed by legacy, not bound by it. Many traditional wealth firms are structured in ways that hinder advisor collaboration—creating barriers to delivering truly client-first outcomes. Corient is built differently. From the ground up. We designed our unique partnership model to foster true collaboration and deliver client excellence. As a result, we can do what others cannot. At Corient we: Take pride in working together to bring you the best of the firm in every interaction Custom build your team with experts, wisdom and resources from across the firm to meet your needs today and with the ability to evolve as your needs do Keep our interests aligned with yours, because we only do well when you do Continue Your Journey Speak to a Partner Contact Us *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. Services are only offered in jurisdictions where each entity is authorized to operate. Products and services may not be available in all jurisdictions or to all client types. All data as of December 31, 2025. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Insights | Corient --> Skip to main content Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Insights Explore timely insights and strategic perspectives from Corient's investment professionals and planning experts. Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Articles Videos All Topics All Topics topics list box Clear Load More Continue Your Journey Speak to a Partner Contact Us As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. About Us | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Welcome to Corient Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Who we are One Team. One Unique Partnership Model. Corient is the largest fee-only fiduciary in the U.S. focused on ultra-high and high-net-worth clients. At Corient, we combine deeply personal service and local expertise with the resources of a global leader. Our unique partnership model fosters true collaboration, bringing together local expertise and national resources backed by incredible scale. As a result, our teams are empowered to seamlessly deliver the full strength of the firm to even the most complex clients wherever they work and live—every expert, every insight, every time. Corient at-a-glance The largest integrated fee-only RIA in the U.S. focused on serving ultra-high and high-net-worth clients Fiduciaries operating under the highest standard of client care A private partnership with more than 280+equity partners Entrusted with more than $224 billion* in client assets What we do The Full Strength of the Firm in Every Interaction. By design, our professional services partnership removes the obstacles typical in most traditional wealth firms. Rather than competing for clients, Corient advisors work together as a unified team to successfully guide our clients through the complexities of significant wealth. Through this collaborative approach—and leveraging global resources—our compounding expertise, innovative investments, and incredible scale empower us to help simplify client lives, manage wealth effectively and efficiently, and establish lasting legacies. How we’re different We are informed by legacy, not bound by it. Many traditional wealth firms are structured in ways that hinder advisor collaboration—creating barriers to delivering truly client-first outcomes. Corient is built differently. From the ground up. We designed our unique partnership model to foster true collaboration and deliver client excellence. As a result, we can do what others cannot. At Corient we: Take pride in working together to bring you the best of the firm in every interaction Custom build your team with experts, wisdom and resources from across the firm to meet your needs today and with the ability to evolve as your needs do Keep our interests aligned with yours, because we only do well when you do Continue Your Journey Speak to a Partner Contact Us *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. Services are only offered in jurisdictions where each entity is authorized to operate. Products and services may not be available in all jurisdictions or to all client types. All data as of December 31, 2025. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. News | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor News Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More May 13, 2026 Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest Download April 29, 2026 Corient Enters the Canadian Market, Continuing its Global Expansion Download April 16, 2026 Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group Download April 9, 2026 Corient Announces Acquisition of Vivaldi Capital Management Download January 27, 2026 Corient Strengthens West Coast Presence with the Addition of Palo Alto Advisory Business Download October 2, 2025 Corient Adds Bristlecone Advisors, Expanding Pacific Northwest Presence with $2-Billion Multi-Family Office Download September 15, 2025 Corient Adds Northeast Financial Consultants, a Connecticut Multi-Family Office with $4.5 billion in Assets Download September 4, 2025 Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families Download September 2, 2025 Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group Download August 14, 2025 Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team Download February 6, 2025 Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-based RIA with Approximately $600 Million in Assets Under Management Download January 15, 2025 Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities Download December 17, 2024 Corient to Acquire H.M. Payson, Maine’s Largest Registered Investment Advisor Download November 1, 2024 Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence Download As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Investment Management | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Investment Management Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More A team approach At Corient, investment strategy begins with perspective. Our investment committee continuously evaluates the global markets to help identify risk asymmetries and uncover opportunities, while leveraging scale and strategic allocation to maximize cost efficiency. As your personal Chief Investment Officer, your dedicated team draws on our collective expertise to help design custom portfolios, optimize after-tax returns, and align each decision with your broader wealth plan. Our philosophy We believe asset allocation helps drive returns, and we leverage open architecture, tax optimization, diversification, deep research, and scale to custom-build investment portfolios we believe can achieve your distinct objectives. Our approach is: 01 Tailored As fiduciaries, we put your interests before our own, building portfolios based on their unique goals, risk tolerance and time horizon. We seek to deliver the financial growth and security that you demand and deserve. 02 Strategic Our dedicated team of experts focuses on delivering results. We take a long-term approach with custom asset allocation and investment strategies in order to succeed through business cycles. We target market inefficiencies and nimbly attempt to capitalize on them. 03 Rigorous We ground our decisions in thorough analysis, positioning ourselves to make informed decisions . We reduce risks through balanced diversified portfolios. And as markets evolve, so do we—adapting our approach to incorporate new tools and innovative strategies. 04 Disciplined We follow time-tested processes to help minimize investment mistakes based on irrationality or emotion. We employ strategies to help avoid unnecessary tax obligations for our clients. And we seek to lower investment costs in order to optimize net returns to clients. How we implement We implement using a full suite of public and private asset classes, including private equity, real estate, credit and other alternative investments—and through our long-standing relationships, we may be able to offer pricing and opportunities that may be unavailable elsewhere. Values-aligned capital Corient Values-aligned Capital offers customizable ways to invest with intention and impact—empowering you to align your comprehensive wealth plan (including your taxable and tax-exempt investments), philanthropic desires and wealth transfer intentions, with your values. Continue Your Journey Speak to a Partner Contact Us Alternative investments involve a substantial degree of risk, including the loss of capital. Alternative investments are not suitable for all investors. Clients utilizing responsible investing strategies and environment, social responsibility, and corporate governance (ESG) factors may underperform strategies which do not utilize responsible investing and ESG considerations. Responsible investing and ESG strategies may operate by either excluding the investments of certain issuers or by selecting investments based on their compliance with factors such as ESG. These strategies may exclude certain sectors or industries from a client’s portfolio, potentially negatively affecting the client’s investment performance if the excluded sector or industry outperforms. Responsible investing and ESG are subjective by nature, and Corient may rely on analysis and ‘scores’ provided by third parties in determining whether an issuer meets our standards for inclusion or exclusion. A client’s perception may differ from ours or a third party’s perception on how to judge an issuers adherence to responsible investing principles. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Tax Services | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Tax Services Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Your Future, Strategically Planned Planning Past The Numbers Mark Rubin, Partner, Head of Tax, offers insight into how Corient helps clients create meaningful value by planning prospectively for their future. Watch Video Tax services for the ultra-high-net-worth For ultra-affluent individuals and families, strategic tax planning is not optional, it's essential. Corient can help manage the full spectrum of complex tax compliance and filing needs. Tax preparation through Corient Tax Our team of seasoned CPAs, tax attorneys, and enrolled agents collaborate closely with your legal, investment and family office advisors to help ensure your tax strategy is executed accurately, efficiently, and in alignment with your financial goals. Tax Planning for Individuals Income tax planning & compliance Federal, state & local audit representation Charitable planning, including multi-generational Tax deferral, retirement plan optimization & distribution strategies State/local tax minimization Asset allocation across different types of accounts Residency planning Private, concentrated public stock, and stock option solutions Estate & gift tax planning, including asset protection Tax Planning for Businesses Year-round business tax planning Planning for liquidation events Audit representation, correspondence and support Entity selection and restructuring Compliance with federal, state and local tax laws Employee retirement plan and benefits optimization Continue Your Journey Speak to a Partner Contact Us Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Careers | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Careers Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Find your next opportunity at Corient Corient is always seeking exceptional professionals driven to make a meaningful impact. If you're looking to advance your career in a firm that: Values your contributions, respects your integrity, and empowers your voice Invests in your long-term growth through mentorship, education, and new opportunities Fosters a culture of collaboration and excellence Offers work that matters—to your clients, your team and to you Then Corient may be the right place for you. Why Corient Join a team that values your ambition and empowers your growth Client focus We are committed to putting our clients' needs first and providing exceptional service and investment performance. Integrity We conduct ourselves with the highest ethical standards, honesty and transparency in all our interactions. Collaboration We believe that working together as a team and leveraging each other's strengths and diverse perspectives, leads to better outcomes for our clients and our firm. Innovation We embrace change and seek new and innovative ways to improve our services, processes and strategies. Excellence We strive for excellence in everything we do, setting high standards and holding ourselves accountable to achieve our goals. Inclusivity We believe that diversity and inclusivity are essential to our success as a firm, and we are committed to promoting a culture that values and respects differences. Our people A team of dedicated professionals committed to exceptional investment performance and client service. We foster a culture of collaboration, innovation and continuous learning to help our employees excel in their roles and achieve their career goals. Our investment professionals Our investment professionals have a wealth of experience managing complex portfolios. Our business operations Our business operations professionals ensure our operations run smoothly and efficiently. We promote a culture of diversity, inclusivity and collaboration and welcome talented professionals to join our team. Our benefits Professional development Attend annual conferences, maintain certifications and improve your job skills through coaching opportunities. We want you to feel empowered and confident in your work, and we're committed to investing in your growth and success. Full life benefits We believe in supporting you in all aspects of your life. Our full life benefits include a volunteer day to give back to the community and generous maternity and paternity leave to allow bonding time with any new additions. Traditional benefits Our 401(k) Plan includes a Safe Harbor Match Contribution, and our group health and welfare insurance plans provide medical, dental and vision coverage. We even offer short- and long-term disability and life and AD&D insurance to help protect you and your family. Employee assistance We also offer a Flexible Spending Account, Healthcare Savings Account and an Employee Assistance Program to support your well-being and financial planning needs. And to top it off, our Team Incentive Compensation Plan rewards greatness and recognizes your hard work and dedication. Start your journey Current Openings As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Lending Solutions | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Lending Solutions Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More At Corient, we understand how important—and how complicated—it can be to find the right lending solutions, especially for more sophisticated, non-standard financing needs. We offer a white glove service that assists in finding the right lender for your specific needs. Comprehensive White Glove Service From helping choose the best loan type for the situation at the outset to answering questions and providing documents on your behalf during underwriting, the Corient Lending Solutions team will be with you every step of the way to ensure a smooth process. Relying on Corient offers you a number of advantages: Unique Understanding With in-depth knowledge of your balance sheet and portfolio, we can prepare an analysis to help you understand the level(s) of financing a lender may approve. Surprises are kept to a minimum due to our experience with the innerworkings of lender underwriting guidelines. On Your Terms To provide optionality—we can help secure a wide array of terms for each loan request, whether the preference is best rate, maximum loan size or something else entirely. In addition to obtaining scenario-specific terms, our team keeps a pulse on the ever-changing rate environment by periodically gathering a rate snapshot from lenders. A World of Options We have a network of national, international, hyper-local and niche lenders to help meet any and all loan requests. You can rely on our experience to help zero in on the lender who best fits your unique situation. Areas of focus Artwork financing Aircraft and yacht financing Business loans Private stock lending Residential and commercial mortgages of $3,000,000 and above (or the client/property has unique characteristics) General and limited partner loans Secured and unsecured loans and lines of credit Construction and renovation loans Hard money loans HELOCs above $1 million (or the client/property has unique characteristics) Continue Your Journey Speak to a Partner Contact Us Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Trust Services | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Trust Services Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Trust Services, Redefined Bespoke Trust Solutions Heather Pesikoff, Partner, Head of U.S. Trust Services, discusses how Corient delivers client-focused trust solutions built on transparency, collaboration, and expertise. Watch Video Elevated trust services for the ultra-affluent We are proud to offer bespoke corporate trust services through Corient Trust Company of South Dakota, a premier, chartered trust operating under a direct trust model. This sophisticated structure provides all the advantages of South Dakota's trust laws, while empowering your personal wealth advisor to maintain active oversight and discretion over your trust's assets. This helps ensure complete integration—and alignment—with your wealth strategy and vision. Why directed trusts? With a directed trust, you maintain the ability to customize the trust instrument to your distinct family, investment, and estate plan needs, while allowing you to retain your investment advisor. Additionally, these trusts can: Limit personal liability Hold many types of traditional or unique assets Be integrated into your holistic wealth plan LEARN MORE Why South Dakota? South Dakota Trusts offer a number of advantages including: Unlimited duration for Dynasty and Purpose Trusts Best privacy statutes in the country and ability to create quiet trusts Multiple layers of trust asset protection No state, gift, or GST tax and no state income tax on growth Ability to modify or amend trusts without judicial involvement Learn More Continue Your Journey Speak to a Partner Contact Us Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Trust services are provided by Corient Trust Company LLC, a South Dakota trust company. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Client Portal | Corient --> Skip to main content Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Client Portals Search by legacy firm name Search by legacy firm name Legacy Firm, Palo Alto Wealth Client Login Legacy Firm, Inverness Client Login Legacy Firm, Bluestein Client Login Legacy Firm, RegentAtlantic Client Login Legacy Firm, Kore Client Login Legacy Firm, La Ferla Client Login Charles Schwab PKS Legacy Firm, Geller Client Login Legacy Firm, Breed's Hill Capital Client Login Legacy Firm, Northeast Financial Client Login Legacy Firm, Radnor Client Login Legacy Firm, Rootstock Client Login Legacy Firm, Brightworth Client Login - Atlanta Client Login - Charlotte Charles Schwab Fidelity Investments TD Ameritrade Legacy Firm, Doyle Client Login Wealthlink Charles Schwab Legacy Firm, Emerald Multi-Family Office Client Portal Charles Schwab Fidelity Legacy Firm, Byron Financial L.L.C Client Portal Legacy Firm, BDF Client Login Legacy Firm, BRR iCORE Portal Planning Portal Charles Schwab Legacy Firm, Gofen and Glossberg Client Login Legacy Firm, Matrix Blackdiamond Sharefile Legacy Firm, Segall Bryant & Hamill Client Login Legacy Firm, Windsor Client Portal ShareFile Charles Schwab National Trust Fidelity Legacy Firm, Paragon Client Portal Legacy Firm, Corient Client Login eMoney Fidelity Investments Legacy Firm, D&Y Client Login Charles Schwab Legacy Firm, Surevest Client Login Charles Schwab TD Ameritrade Legacy Firm, Ensemble Capital Management Client Login Charles Schwab Legacy Firm, Columbia Pacific Investment Wealth Management Charles Schwab Fidelity CP Fund Investor Legacy Firm, Bristlecone Advisors Client Login Legacy Firm, Avalon Client Login Legacy Firm, RGT Client Login Legacy Firm, Stavis & Cohen Family Advisor Portal Investment Fidelity Legacy Firm, Intercontinental Pershing Advisor Solutions Charles Schwab You’ve viewed 10 of 32 results Load More Show Less Continue Your Journey Speak to a Partner Contact Us As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Find an Advisor | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Find an Advisor Our unique private partnership model fuels a culture of collaboration, discretion and client-first excellence. Expert advisory teams across the U.S. combine deep local knowledge with national scale—delivering seamless, integrated financial guidance to solve the evolving needs of ultra-affluent clients. Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Specialty +1 Specialty Clear Location +1 Location Clear Clear All Search by Name Clear All We've found 0 results matching your search Load More Advisor Details Biography Advisor Services --> Contact Details Email Contact Me Get in touch Please tell us a bit about yourself, so we can better serve you in the future. First Name Required Field! Last Name Required Field! Email Required Field! Invalid email. Phone Number Required Field! Must be 10 digits. Zip Code Required Field! Must be 5 digits. Investable Assets Investable Assets $3 million - $5 million $5 million - $10 million $10 million - $25 million $25 million - $50 million $50 million+ Required Field! What can we help you with? What can we help you with? Wealth Management Investment Management Retirement Planning Estate & Wealth Transfer Planning Tax Planning Philanthropy Risk Management Education Planning Alternative Investments Family Office Services Tax Services Trust Services Personal CFO Services Private Aviation Other General Inquiries Required Field! Additional Comments Required Field! Maximum character limit exceeded (500). Marketing Communications I have read and agree to Corient’s Privacy Policy and Terms of Use . Mobile Opt Out By checking this box, I agree to receive conversational text messages from Corient pursuant to Corient’s Privacy Policy . I understand that I can opt-out at any time by replying STOP. Messaging frequency may vary. Message and data rates may apply. For assistance, text "HELP" or visit our Privacy Policy and our Terms of Use . SUBMIT This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Thank you for reaching out! Please verify your email address. To do this, please click the link in the email we just sent you. If you haven’t received the email in your inbox, please check your junk mail folder. Error. Please re-submit. Continue Your Journey Speak to a Partner Contact Us Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Corient employees are not practicing attorneys and do not provide legal advice or services in their capacities. Clients are encouraged to consult with qualified professionals to discuss legal, accounting and tax matters. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Insights | Corient --> Skip to main content Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Insights Explore timely insights and strategic perspectives from Corient's investment professionals and planning experts. Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Articles Videos All Topics All Topics topics list box Clear Load More Continue Your Journey Speak to a Partner Contact Us As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Family Office Structuring | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Family Office Structuring Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Bespoke family office structuring for generational impact. Strategic advisory for modern family offices Our family office advisory team offers holistic and modular services that integrate seamlessly with your existing advisors and infrastructure—helping to ensure every aspect of your financial life is managed with precision, discretion, and foresight. They have decades of experience serving ultra-high-net-worth families, integrated family foundations, and sophisticated family offices with multi-million to multi-billion-dollar portfolios. Whether you are creating a new family office or refining an existing one, we can provide end-to-end support from strategic design and operational build-out through multi-generational planning and beyond. 0 1 2 3 4 04 Our framework Our experts have decades of experience architecting a range of family office services around the globe, while Corient's team of service professionals fill gaps or serve as permanent outsourced fixtures. --> Assess Evaluate existing or potential family office designs, find gaps in structure or service, and identify improvements. Provide market intelligence, observations, and recommendations for potential enhancements. Read More Assess Evaluate existing or potential family office designs, find gaps in structure or service, and identify improvements. Provide market intelligence, observations, and recommendations for potential enhancements. --> Construct Our consulting team will provide step-by-step guidance, quantify impacts, and manage financials. Business Deductions Income/Transfer Taxes Securities Regulations Human Resources Operating Overhead Read More Construct Our consulting team will provide step-by-step guidance, quantify impacts, and manage financials. Business Deductions Income/Transfer Taxes Securities Regulations Human Resources Operating Overhead --> Implement Clients can leverage our global network of attorneys to draft operating documents and comply with securities regulations. Corient's in-house tax team will execute the family office structure in partnership with the family's staff or vendors. Read More Implement Clients can leverage our global network of attorneys to draft operating documents and comply with securities regulations. Corient's in-house tax team will execute the family office structure in partnership with the family's staff or vendors. --> Supplement As your family's needs grow, Corient provides solutions to fill gaps and meet evolving needs. Tax Services Wealth Management Financial Administration Personal CFO Services Trusts and Philanthropy Read More Supplement As your family's needs grow, Corient provides solutions to fill gaps and meet evolving needs. Tax Services Wealth Management Financial Administration Personal CFO Services Trusts and Philanthropy Continue Your Journey Speak to a Partner Contact Us Family office solutions, such as bill pay services, personal CFO services and concierge services are provided by Corient Family Office LLC. Corient Family Office LLC is not a registered investment advisor or accounting firm. Tax services are provided by Corient Tax LLC, an affiliate of Corient Private Wealth LLC. Corient Tax LLC is not a registered investment advisor or accounting firm and does not provide investment or accounting advice or services. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Wealth Planning | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Wealth Planning Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Wealth planning can help you visualize the impact of decisions before you make them. Holistic Wealth Management Experience-Based Guidance Neil Teubel, Partner, Head of Wealth Planning, shares how the team at Corient coordinates with professionals to provide clients with an integrated experience. Watch Video Services at-a-glance Financial independence & cash-flow projections A financial plan is the foundation on which our clients make financial decisions. Our focus is understanding your goals to develop a roadmap that gives you a clear picture and peace of mind. Risk management We analyze your liabilities and risks, and coordinate with your outside professionals to help you develop and execute a plan to protect yourself, your loved ones, and your wealth. Tax planning From tax-efficient portfolio management to proactive tax planning and even tax preparation, we work closely with you and your CPA to create strategies to help minimize taxes today and tomorrow. Philanthropy planning We help enable you to think about philanthropy more strategically, proactively planning to maximize the impact for you and the communities and causes you are passionate about. Estate & wealth transfer planning We work in close coordination with your counsel and tax advisors to help you protect your loved ones, manage family dynamics, and pass on your wealth—and values—to the people you care about most. Learn more Education planning Based on your distinct preferences for control, tax efficiency and investment flexibility, we develop and implement custom strategies that enable you to give the most important gift. Services at-a-glance Financial independence & cash-flow projections A financial plan is the foundation on which our clients make financial decisions. Our focus is understanding your goals to develop a roadmap that gives you a clear picture and peace of mind. Risk management We analyze your liabilities and risks, and coordinate with your outside professionals to help you develop and execute a plan to protect yourself, your loved ones, and your wealth. Tax planning From tax-efficient portfolio management to proactive tax planning and even tax preparation, we work closely with you and your CPA to create strategies to help minimize taxes today and tomorrow. Philanthropy planning We help enable you to think about philanthropy more strategically, proactively planning to maximize the impact for you and the communities and causes you are passionate about. Estate & wealth transfer planning We work in close coordination with your counsel and tax advisors to help you protect your loved ones, manage family dynamics, and pass on your wealth—and values—to the people you care about most. Learn more Education planning Based on your distinct preferences for control, tax efficiency and investment flexibility, we develop and implement custom strategies that enable you to give the most important gift. Continue Your Journey Speak to a Partner Contact Us 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. Corient is not an insurance broker or agency. Cash flow projections are subject to limitations and future outcomes cannot be predicted with certainty. The projections or other information generated by any software is hypothetical in nature, do not reflect actual investment results and are not guarantees of future results or the full attainment of your goals. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Accessibility | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Accessibility Statement Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Corient Private Wealth LLC (“CPW”) is committed to making its website and the contents therein accessible and usable by all people, including persons with disabilities. We have undertaken efforts to comply with the World Wide Web Consortium’s Web Content Accessibility Guidelines 2.1, Levels A and AA (“WCAG-2.1”), and have engaged Monsido, Inc. to periodically conduct an accessibility audit of our website to ensure substantial compliance with WCAG-2.1 AA, any updates thereto, and other recommended guidelines and standards. In accordance with the Americans with Disabilities Act of 1990, applicable U.S. state and local laws, and international standards, we are committed to maximizing the accessibility of our website for our users, including those with disabilities. We assess the accessibility of our website from both an engineering and user-experience perspective on an ongoing basis, taking into account the use of assistive technology such as screen readers and screen magnifiers. It is our goal to constantly improve our website, keeping users with disabilities in mind. If you require any of the information available on this website in a different format or require assistance with a particular document or page, please contact us at: privacy@corient.com or 888.234.7514. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Family Office Services | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Family Office Services Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Family office services for the ultra-affluent Our family office services are meticulously designed—with precision, discretion and value—to help support ultra-high-net-worth individuals and families in every aspect of your life. From investment oversight to inter-generational planning our suite of solutions can be fully bespoke, aligned with your values, and seamlessly integrated into your long-term vision. Tax Services Holistic tax planning, preparation and ongoing management to help meet your tax needs. Learn More Tax Services Holistic tax planning, preparation and ongoing management to help meet your tax needs. Learn More Trust Services Trustee services offering simplicity, protection, duration, and tax treatment, provided through Corient Trust Company. Learn More Trust Services Trustee services offering simplicity, protection, duration, and tax treatment, provided through Corient Trust Company. Learn More Personal CFO A dedicated team that provides high-touch support for financial management, accounting and reporting, bill pay and more. Learn More Personal CFO A dedicated team that provides high-touch support for financial management, accounting and reporting, bill pay and more. Learn More Lending Solutions Comprehensive debt financing support across loan types and unique underwriting needs. Learn More Lending Solutions Comprehensive debt financing support across loan types and unique underwriting needs. Learn More Private Aviation Preferential pricing for jet cards and charters, across multiple plane types with preferred access and support for reservations. Learn More Private Aviation Preferential pricing for jet cards and charters, across multiple plane types with preferred access and support for reservations. Learn More Family Office Structuring Assessing, constructing, and implementing a tailored family office structure. Learn More Family Office Structuring Assessing, constructing, and implementing a tailored family office structure. Learn More Continue Your Journey Speak to a Partner Contact Us 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. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Contact Us | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor CONTACT US Get in touch Expert wealth management—designed for your goals. Partner with Corient for bespoke wealth management designed for ultra-high-net-worth individuals and families. First Name Required Field! Last Name Required Field! Email Required Field! Invalid email. Phone Number Required Field! Must be 10 digits. Zip Code Required Field! Must be 5 digits. Investable Assets Investable Assets $3 million - $5 million $5 million - $10 million $10 million - $25 million $25 million - $50 million $50 million+ Required Field! What can we help you with? What can we help you with? Wealth Management Investment Management Retirement Planning Estate & Wealth Transfer Planning Tax Planning Philanthropy Risk Management Education Planning Alternative Investments Family Office Services Tax Services Trust Services Personal CFO Services Private Aviation Other General Inquiries Required Field! Additional Comments Required Field! Maximum character limit exceeded (500). Marketing Communications I have read and agree to Corient’s Privacy Policy and Terms of Use . Mobile Opt Out By checking this box, I agree to receive conversational text messages from Corient pursuant to Corient’s Privacy Policy . I understand that I can opt-out at any time by replying STOP. Messaging frequency may vary. Message and data rates may apply. For assistance, text "HELP" or visit our Privacy Policy and our Terms of Use . Speak to a Partner I would like to speak to a Partner. SUBMIT This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Thank you for reaching out! Please verify your email address. To do this, please click the link in the email we just sent you. If you haven’t received the email in your inbox, please check your junk mail folder. Error. Please re-submit. our locations Multiple locations to serve your needs We have offices throughout the United States. Arizona Arizona California Colorado Connecticut Florida Georgia Illinois Indiana Massachusetts Michigan Missouri New Jersey New York City North Carolina Ohio Pennsylvania Texas Utah Virginia Washington Phoenix 2415 E Camelback Road Suite 760 Phoenix, AZ 85016 Los Angeles 880 Century Park E Suite 1020 Los Angeles, CA 90067 Menlo Park 1550 El Camino Real Suite 200 Menlo Park, CA 94025 (650) 433-8779 Newport Beach 500 Newport Center Drive Suite 700 Newport Beach, CA 92660 (949) 945-2750 San Diego 12265 El Camino Real Suite 300 San Diego, CA 92130 1 (888) 898-2151 San Francisco 555 Mission Street Suite 3325 San Francisco, CA 94105 (650) 696-1240 Toll Free: 1 (800) -708-8445 Fax: (650) 558-8373 Denver 200 Clayton Street Suite 300 Denver, CO 80206 (303) 312-5000 Westport 518-B Riverside Ave 2nd floor, Westport, CT 06880 (203) 226-8997 Fort Lauderdale 200 E Las Olas Blvd Suite 1550 Fort Lauderdale, FL 33301 Jupiter 150 S US Highway 1 Jupiter, FL 33477 Miami 830 Brickell Plaza Suite 4800 Miami, FL 33131 (305) 735-2020 Ext 30006 Naples 1415 Panther Lane Suite 142 Naples, FL 34109 St. Petersburg 100 Second Ave S Suite 701 St. Petersburg, FL 33701 1 (800) 932-8505 Weston 2700 S Commerce Parkway Suite 100 Weston, FL 33331 (954) 385-9624 Atlanta 3344 Peachtree Road NE Suite 2000 Atlanta, GA 30326 1-(800) 218-5174 Chicago 10 S Wacker Drive Suite 3100 Chicago, IL 60606 (800) 836-4265 Itasca 2 Pierce Place Suite 1900 Itasca, IL 60143 (630) 875-4900 Indianapolis 500 E 96th Street Suite 450 Indianapolis, IN 46240 Boston 1 Post Office Square Suite 2400 Boston, MA 02109 Birmingham 260 E Brown Street Suite 100 Birmingham, MI 48009 Chesterfield 14755 N Outer Forty Suite 208 Chesterfield, Missouri 63017 Morristown 60 Columbia Road Building A Suite 300 Morristown, NJ 07960 (973)-425-8420 Garden City 1050 Franklin Ave Suite 400 Garden City, NY 11530 1 (877) 257-9040 New York 101 Park Ave Suite 3100 New York, NY 10178 (888) 462-3033 Charlotte 4201 Congress Street Suite 240 Charlotte, NC 28209 1 (866) 727-6100 Cincinnati 4030 Smith Road Suite 140 Cincinnati, OH 45209 (513) 871-7776 Columbus 1801 Watermark Drive Suite 300 Columbus, OH 43215 (614) 481-6900 Shaker Heights 3401 Tuttle Road Suite 290 Shaker Heights, OH 44122 Ardmore 32 Parking Plaza Suite 700 Ardmore, PA 19003 Sewickley 2605 Nicholson Road Suite 5140 Sewickley, PA 15143 2605 Nicholson Road Suite 5240 (Building 5) Sewickley, PA 15143 (412) 205-8817 Wayne 485 Devon Park Drive Suite 119 Wayne, PA 19087 1 (888) 271-9922 Dallas 5950 Sherry Lane Suite 600 Dallas, TX 75225 (214) 360-7000 Houston 2929 Allen Parkway Suite 3000 Houston, TX 77019 1330 Post Oak Boulevard Suite 2190 Houston, TX 77056 1 (888) 491-0354 San Antonio 112 E Pecan Street Suite 525 San Antonio, TX 78205 1 (800) 292-0898 Salt Lake City 36 S State St Suite 1125 Salt Lake City, UT 84111 McLean 1640 Boro Place 4th Floor McLean, VA 22102 Seattle 1910 Fairview Ave E Suite 200 Seattle, WA 98102 (206) 257-3577 925 Fourth Ave Suite 2288 Seattle, WA 98104 1 (888) 975-1402 As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved. Family Office Services | Corient --> Beware of phishing attempts / fraudulent websites impersonating Corient. Click here to learn more. Menu Back to the homepage Find an Advisor Advisors About Who we serve Family Office Services Wealth Management Insights News Contact Us Client Portal About Overview Who we are Executive Leadership Find an advisor Careers Family Office Services Overview Tax services Trust services Personal CFO services Lending solutions Private Aviation Family Office Structuring Wealth Management Overview Wealth Planning Investment Management Find an Advisor Family Office Services Article Title Loading... Read More Article Title Loading... Read More Article Title Loading... Read More Family office services for the ultra-affluent Our family office services are meticulously designed—with precision, discretion and value—to help support ultra-high-net-worth individuals and families in every aspect of your life. From investment oversight to inter-generational planning our suite of solutions can be fully bespoke, aligned with your values, and seamlessly integrated into your long-term vision. Tax Services Holistic tax planning, preparation and ongoing management to help meet your tax needs. Learn More Tax Services Holistic tax planning, preparation and ongoing management to help meet your tax needs. Learn More Trust Services Trustee services offering simplicity, protection, duration, and tax treatment, provided through Corient Trust Company. Learn More Trust Services Trustee services offering simplicity, protection, duration, and tax treatment, provided through Corient Trust Company. Learn More Personal CFO A dedicated team that provides high-touch support for financial management, accounting and reporting, bill pay and more. Learn More Personal CFO A dedicated team that provides high-touch support for financial management, accounting and reporting, bill pay and more. Learn More Lending Solutions Comprehensive debt financing support across loan types and unique underwriting needs. Learn More Lending Solutions Comprehensive debt financing support across loan types and unique underwriting needs. Learn More Private Aviation Preferential pricing for jet cards and charters, across multiple plane types with preferred access and support for reservations. Learn More Private Aviation Preferential pricing for jet cards and charters, across multiple plane types with preferred access and support for reservations. Learn More Family Office Structuring Assessing, constructing, and implementing a tailored family office structure. Learn More Family Office Structuring Assessing, constructing, and implementing a tailored family office structure. Learn More Continue Your Journey Speak to a Partner Contact Us 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. As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies. LinkedIn About Us Careers Contact Us Who We Serve Wealth Management Family Office Services Client Portal Insights News Disclosure | Terms of Use | Privacy Policy | Accessibility | Site Map | Client Relationship Summary & Firm Disclosure Brochures | © 2026 Corient Private Wealth LLC. All rights reserved.