Our Services — What CORIENT SAS Offers
CORIENT SAS provides an integrated suite of wealth management and family office services designed to address the full complexity of significant wealth. From sophisticated investment strategies to the everyday logistics of managing a family's financial affairs, we offer a single point of coordination that simplifies your world. Our services span investment management, tax and estate planning, philanthropic advisory, private aviation, real estate, and the full range of family office functions. Each service is delivered by specialists with deep domain expertise, working together as a unified team under your relationship partner's oversight. We adapt our service model to fit your specific situation, whether you are a first-generation entrepreneur, a multigenerational family, or a corporate executive transitioning to a new phase of life.
We facilitate structured conversations among family members to align values, define shared goals, and establish clear decision-making frameworks. This work strengthens family cohesion and helps prevent the conflicts that can erode wealth and relationships over time.
Our Personal CFO service puts a dedicated financial executive at the centre of your financial life, overseeing cash flow, bill payment, insurance, tax filings, and coordination with all your external advisors. Think of it as having a world-class finance director focused entirely on your household.
CORIENT SAS advises clients on aircraft acquisition, fractional ownership, charter arrangements, and ongoing management, ensuring your aviation strategy is financially sound, tax-efficient, and aligned with your travel needs. We work with leading aviation specialists to deliver unbiased guidance.
We help you define your philanthropic vision and translate it into a structured strategy — whether through foundations, donor-advised funds, or direct giving programmes. Our advisors ensure that your charitable intentions are fulfilled effectively and with maximum impact.
We develop comprehensive financial plans that account for your current assets, future income streams, lifestyle goals, and long-term legacy objectives. These plans are living documents, regularly reviewed and updated as your circumstances evolve.
Structuring the efficient transfer of wealth to the next generation requires careful planning across legal, tax, and relational dimensions. CORIENT SAS coordinates estate attorneys, tax advisors, and family members to implement strategies that minimise friction and maximise what passes on.
We advise on the establishment and administration of trust structures across multiple jurisdictions, including France, Luxembourg, Guernsey, Jersey, and the Isle of Man. Our specialists ensure that trust arrangements serve their intended purposes while remaining compliant with evolving international regulations.
Beyond legal structures, we help families develop the governance frameworks — councils, constitutions, and educational programmes — that prepare rising generations to steward their inheritance responsibly and carry forward the family's shared values.
We construct investment portfolios built around your specific risk tolerance, time horizon, liquidity needs, and values. Rather than fitting clients into model portfolios, we design strategies that reflect the full complexity of your financial picture.
Our investment team provides access to private equity, hedge funds, private credit, and real assets typically available only to institutional investors. These allocations are carefully selected and monitored to complement your broader portfolio strategy.
CORIENT SAS offers specialist guidance on the acquisition, valuation, insurance, storage, and eventual sale of art and other tangible assets. We help clients treat their collections as an integrated part of their overall wealth, not as an afterthought.