Wealth management designed to fit your needs

At CI Corient Private Wealth, we utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.

Our services

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Investment solutions

Investment solutions

  • Discretionary and non-discretionary investment strategies
  • Broad array of asset classes and offerings, including private equity, real estate, credit, commodities, insurance, hedge funds and other alternative investments
  • Professionally managed accounts
  • Market-linked investments
  • Liquidity management
  • Risk management


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Concentrated stock options (executed through our custodian partner)

Concentrated stock options (executed through our custodian partner)

  • Hedging strategies
  • Trust solutions
  • Exchange funds
  • Selling programs
  • Block trades
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  • Philanthropic strategies (with our third-party partner)
  • Endowment management and consulting
  • Compliance
  • Governance and succession planning
  • Help facilitate family meetings
  • Intergenerational values
  • Private foundations
  • Donor advised funds
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Tax minimization strategies


Tax minimization strategies

  • Tax-minimizing concentrated stock management
  • Tax-efficient investments
  • Tax-advantaged credit and lending
  • Private placements (with our third-party partner)
  • Life insurance
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Family office

Family office

  • Financial and consolidated third-party reporting
  • Trust services
  • Bill pay
  • Tax preparation
  • Insurance review
  • Retirement planning
  • Estate planning coordination
  • Cash flow analysis
  • Net worth/balance sheet reporting
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Other services

Other services

We can work with other partners to provide:

  • Securities lending and other custom lending
  • International financing
  • Home and other real estate financing
  • Cash management
  • Personal and charitable trust services and administration
  • Fiduciary investment management
  • Estate planning, settlement and administration

How we work with you


We focus on helping you enrich your life by being:


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We work closely with you and your other advisors to create integrated solutions.

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We are intensely committed to simplifying all aspects of your financial life.

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We design new and creative ways to deliver results as the world—and your own needs—change.


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We keep our advice separate from any investments we select or create for you.


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We provide comprehensive reporting on your assets, regardless of where they are held.




Discover more about how we can help you enrich your life.