It seems to happen in the blink of an eye: one day you’re starting a career, and then, before you know it, #retirement is on the horizon. To help you retire successfully, we share insights on some #financial and lifestyle considerations to address. https://ow.ly/6COH50TK5kQ
About us
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full legal disclosures: https://www.corient.com/privacy-policy
- Website
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https://www.corient.com/
External link for Corient
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Miami
- Type
- Privately Held
Locations
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Primary
Miami, US
Employees at Corient
Updates
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These days, more of your #assets are likely to be digital. For reasons ranging from sentimental to #financial, you need to protect your digital legacy and efficiently pass along #digitalassets through your #estate. We provide tips on how to do it. https://ow.ly/7Ehi50THghs
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Do you own a highly appreciated asset that you would be willing to #donate, at least in part, to a #charitable cause? If so, a Charitable Remainder Trust is a tool for giving that you should know about. It can convert that asset into a #taxdeduction for you today, along with a gift to #charity and a tax-deferred stream of future income for you. https://lnkd.in/ezFZ8Eq8
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Are you an #executive who’s thinking about #retirement? If so, you may have unique opportunities. From diversifying your #wealth to making the most of your deferred compensation and retirement accounts, here are four actions to consider taking today. https://ow.ly/wCrp50TBPg8
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If you are going through a #divorce, it’s common to experience a financial setback. However, there are a number of mistakes that, in our view, can increase the potential for negative outcomes. From keeping track of money and being smart about #taxes and #estateplanning to managing your communication style, here are eight issues to consider. https://ow.ly/pu9C50TwLbI
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Selling your #business can be a stressful process with high stakes. But it’s important to remember that the buyer may be feeling the very same way. To be successful, you must communicate effectively with all stakeholders and keep the momentum going. Here are some tips for understanding your #buyer and getting the deal across the finish line. https://ow.ly/mo2Y50TqskT
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Do you have a #529plan for your child’s #collegeeducation? Schooling has become increasingly expensive, so congrats on being proactive! We offer tips on drawing from the plan, including a helpful chart that lists qualified education expenses. https://ow.ly/oUrW50Toso2
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Today we honor the lives lost, the heroes who emerged and the resilience of our nation. #PatriotDay #NeverForget #September11
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Have you been thinking about how to make a positive #impact in your community or the wider world? We’ve noticed many clients are thinking this way lately. You may wish to consider #volunteering, impact travel and #investing with purpose. https://ow.ly/nbnf50TfKFC