At CI KORE Private Wealth, we know that in order to connect all the dots, you need to see them. We look at your life and wealth from a 360-degree perspective in order to help you and your other advisors to connect all the personal, professional, and family "dots" to create your true wealth picture.
True wealth includes the peace of mind that comes from knowing your assets are protected from the outside world. Using insurance, trusts and other protections, we structure your assets to help ensure they are available when you want them. This allows us to plan and work to build the future you desire for the people, causes and communities that mean the most to you.
We use an interdisciplinary approach to help design a plan for every facet of your financial life. We can call on the collective wisdom of our team and our partner firms to help execute every aspect of your plan. And because of our size, we can nimbly change direction, build an addition, or go back to the drawing board if needed.
We look at your life from multiple perspectives until we fully understand what true wealth means to you.
We develop the blueprints for your true wealth including the schematics for investing, education, retirement, tax management, succession, legacy planning and more.
We consult you and your experts to ensure everyone is aligned with the structure of your overall vision and to confirm all decisions are made in concert.
We build your wealth plan, research, construct and manage your investment portfolio, and work closely to ensure your estate, giving and other strategies are built to plan.
We regularly review the performance of your plan, making sure it meets your needs as markets evolve and your life changes.
Discover how we can help you create true wealth. CONTACT US
CI Kore Private Wealth