Services
Coordinating All Facets Of Family Wealth Management
As your wealth grows, so do the complexities involved in managing it. A decision you make in one area may have an inadvertent undesirable impact on your assets or charitable efforts. At Corus, we offer a continuum of services that enables us to focus on the big picture — so that your vision, legacy, and values continue to thrive.
A Holistic Approach To Growing & Sustaining Family Wealth
Services
Net Worth Management
As your family’s assets and holdings increase, so does the complexity involved in managing them effectively. And the importance of establishing synchronization between investment, business, tax, and risk mitigation strategies grows exponentially.
Tax Preparation & Consulting
At Corus Tax, we provide in-house tax preparation, as well as strategies, advice, and guidance designed to optimize the returns and impact that your assets generate today while keeping you compliant with all tax and regulatory obligations.
Estate Planning
A carefully crafted estate plan is the cornerstone of any successful strategy to preserve multi-generational wealth and support long-term charitable endeavors. We help you craft a winning estate plan that integrates taxes, business assets, properties, investments, insurance, and retirement to produce the optimal results for your family.
Charitable Strategies
We can help you explore innovative funding alternatives that enable you to set up ongoing charitable trusts, leverage non-cash assets, and provide for legacy gifting in the future while generating tax advantages and other benefits for you and your family today.
Asset Protection
Creditor claims. Tax exposure. Probate. The more assets you accumulate over time, the greater the number of risks that arise—and the more important it becomes to protect the things you’ve worked for.
M&A Consulting
For most, the acquisition or sale of a business represents the largest financial transaction they will ever make. Every decision surrounding the deal can substantially affect the ultimate benefit of the transaction.
Multi-Generational Planning
We take extra steps to educate and inform upcoming generations so that they will be equipped to manage their inheritance responsibly and build upon the foundation you’ve provided.
Strategic Partner Management
The team at Corus can help you select and coordinate the advisors and professionals you need to make the most of the assets you have.
