Being an independent firm creates substantial benefits for Corient's clients. Since we are employee-owned, we are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. We have access to a full array of investment offerings from all financial services providers with complete objectivity and transparency.

Corient's senior partners have the experience and knowledge to help you sustain your lifestyle through the innovative but prudent management of your assets and liabilities, with the ultimate goal of building and preserving your legacy. We utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.