Intercontinental Wealth Advisors

Corient is a wealth management firm focused on exceeding expectations, simplifying lives, and establishing lasting legacies. They manage $190 billion in client assets as of March 31, 2025, reflecting the aggregate assets of Corient Holdings Inc. Client assets include all of the assets in which Holdings has a majority or minority investment.

As fiduciaries, Corient prioritizes their clients and offers comprehensive family office services designed to manage wealth from a 360-degree perspective. Their nationwide team of wealth advisors aims to help clients achieve their personal and professional goals.

Corient Private Wealth LLC emphasizes wealth planning and investment management. They provide solutions centered around each client's unique needs and circumstances.