As one of the leading UHNW and HNW platforms in North America, we want to ensure that we deliver a comprehensive set of services, offering tailored solutions for every client’s financial journey. The Specialty Practices Hub is where you will find best-in-class client service offerings that help you deliver added value, enhance the client experience and build deeper relationships.
Specialty Groups
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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.
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Corporate Executives Practice Group
The Corient Corporate Executive Practice Group is designed to support the unique wealth needs of executives and CEOs. Our group can help navigate complex compensation, tax strategies, and succession planning, delivering a tailored and proactive wealth management experience.
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Divorce Practice Group
The Corient Divorce Practice Group helps no matter what marriage may bring. Our group and resources can support you with clients and prospects navigating divorce, blended families, and more.
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Foundations & Endowments Practice Group
The Corient Foundations and Endowments Practice Group is designed to support the needs of foundations, endowments, and nonprofit institutions to help them thrive. From helping with financial planning and spending policies to risk reduction and investment management, our resources and expertise can support advisors with prospective, new, and existing nonprofit clients.
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LGBTQIA+ Practice Group
The Corient LGBTQIA+ Practice Group provides tailored wealth planning and advisory services to help clients protect what matters most. From estate and retirement planning to family-building strategies, our experienced professionals guide clients through evolving laws and complex financial decisions—empowering them with protection, control, and flexibility for the future they envision.
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