Business Owners Practice Group
The Corient Business Owners Practice Group is designed to support the financial and strategic needs of entrepreneurs and privately held business owners—from growth to exit and beyond. Our group can help advisors navigate helping clients throughout the business cycle – from scaling and selling to securing their legacy, and delivering a tailored and proactive wealth management experience.
External Resources
Marketing Materials
- Wealth Management for Business Owners Overview – Two-page overview sharing how we help business owners create and manage wealth.
- Corient Business Owner Services – Detailed overview of our approach for helping business owners plan for distinct stages of their business's lifecycle.
- Wealth Management for Business Owners Deck – Presentation overview of the services we provide business owners. This version is best used digitally.
Blogs and Insights
- Corient Insights – Business Owners
- Book Recommendation – Traction: Get a Grip on Your Business
Internal Resources
Learning & Training
- Coming Soon
Specialists
Below are our Business Owner Practice Group Leaders. Please reach out as needed for regional support and assistance.
- Southeast & Nationwide – Brett Miller
- Southeast – Nathan Corbitt
- Northeast – Jonathan Hochberg
- Midwest – Isaiah Stidham
- Chicagoland – Matt Foltz
- West – Anna Diaz
- Southwest – Mark McClanahan