Our Solutions

Using a goals-based wealth management approach, Corient begins our process by conducting an in-depth evaluation of your risk tolerance, liquidity needs and overall investment goals against your chosen time horizon. While our capabilities are as varied as our clients’ needs, we propose only those solutions best suited for your circumstances and objectives.

Our core competencies
Investment Solutions
  • Discretionary and non-discretionary investment strategies
  • Broad array of asset classes and offerings, including private equity, real estate, hedge funds and other alternative investments
  • Professionally managed accounts
  • Market-linked investments
  • Liquidity management
  • Risk management
Concentrated Stock Management
(executed through our custodian partner)
  • Hedging strategies
  • Trust solutions
  • Exchange funds
  • Selling programs
  • Block trades
  • Philanthropic strategies (with our third party partner)
  • Endowment management and consulting
  • Compliance
  • Governance and succession planning
Tax-Minimization strategies
  • Tax-minimizing concentrated stock management
  • Tax-efficient investments
  • Tax-advantaged credit and lending
  • Private placements (with our third party partner)
  • Life insurance
Family Office
  • Financial and consolidated third party reporting

On your behalf, the Corient team can marshal the resources of other third party partners to provide the following services:

  • Securities lending and other custom lending
  • Home and other real estate financing
  • Personal and charitable trust services and administration
  • Estate planning, settlement and administration
  • International financing
  • Cash management
  • Fiduciary investment management
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Corient Capital Partners, LLC
500 Newport Center Drive, Suite 700
Newport Beach, CA, 92660

(949) 945-2750