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Family Office Services

Family Office Structuring Services

Corient's Family Office Structuring Services offers a tailored approach to managing wealth across generations. From investment strategies to tax planning, we help families build a lasting financial legacy with expert guidance and seamless execution. Our services ensure operational efficiency, governance, and risk management—creating a structured framework for multigenerational wealth preservation and growth.

External Resources

Contact

Allen Injijian – Partner, Wealth Strategist

Leanne Haupt – Partner, Head of Family Office Services

Mark Rubin – Head of Tax Services