Family Office Services

At Corient, we understand that tax laws are complicated and ever-changing—but we also know that, if not properly planned for, taxes can eat away at your clients’ wealth. Our goal is to help ensure that every financial and wealth management decision takes into account any potential tax implications. We help you customize tax advice to your client’s specific needs—helping you minimize their tax burden while maximizing income and investment returns—all while keeping their overall financial planning and wealth management objectives in mind.

• Mark Rubin, Head of Tax Services
• Joseph Kluemper, Senior Director of Tax
• Andrea Nodoro, Senior Director of Tax
• Jackson Moseley, Director of Tax
• Sue Powers, Director of Tax
• Laura Williams, Director of Tax
• Andrew Holmberg, Head of Client Solutions
• Leanne Haupt – Partner, Head of Family Office Services