FIRM PROFILE
Corient
Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.
Investment managementWealth planningWealth transferFamily office servicesTax servicesPhilanthropy planningFamily governance and succession
6linked professional records
6researched profiles
5listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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Explore a listed cityAtlanta, Georgia2Charlotte, North Carolina1Itasca, Illinois1Morristown, New Jersey1San Diego, California1
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
AD Anna DiazResearched profile | CorientPartner | San DiegoCalifornia | Business owner planning | |
BM Brett MillerResearched profile | CorientManaging Partner, Charlotte | CharlotteNorth Carolina | Business owners | |
CJ Charlie JordanResearched profile | CorientPartner | AtlantaGeorgia | Retirement planning | |
HL Heather LocusResearched profile | CorientPartner | ItascaIllinois | Divorce planning | |
JC James CiprichResearched profile | CorientPartner | MorristownNew Jersey | Retirement planning | |
LB Lisa BrownResearched profile | CorientPartner | AtlantaGeorgia | Corporate executives |
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