Corient
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Multifamily office services nationwide
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Corient — Multifamily office services nationwide. Founded in 1997, their team specializes in Wealth Management, Family Office Services, Investment Advisory, Tax Planning. They serve Multi-Generational Planning, Business Succession, Philanthropy clients, with clients in 6 states. Fees are structured on a 0.75% AUM basis.
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0.75% AUM
