Net Worth Management

A Holistic Approach To Personal Wealth

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.

Acting as your family’s CFO, we collaborate with you to fully coordinate and synchronize strategies and opportunities that are aligned with your objectives and values. At Corus, we take charge of managing the details, so you don’t have to. We coordinate with estate attorneys, consult with experienced charitable giving professionals, and perform investment due diligence to simplify your life—and ensure that everyone is focused on your financial and charitable goals.

A FULL SPECTRUM OF CAPABILITIES—FROM ONE TRUSTED ADVISOR

Your ability to build wealth and ensure a lasting impact begins with effective and faithful day-to-day stewardship of your assets. With Corus as your premier partner in the pursuit of holistic wealth management and Kingdom-centered impact, you’ll be able to draw upon our entire team’s experience, as well as our extensive network of strategic partners and resources.

We help you create a diversified portfolio of investments from options including public and private markets, fixed-income vehicles, and alternative investments. From there, we keep your portfolio on track with a comprehensive range of wealth management services, including:

• Investment management
• Alternative investment strategies
• Lifetime capital needs assessment
• Surplus wealth distribution
• Risk management strategies
• Tax planning and consulting
• Estate planning