Corus Family Wealth Advisors

Corus Family Wealth Advisors

Financial-Services

McKinney, Texas
United States
Company Tagline

Creating Harmony between Faith & Finance

Industry Category
Financial-Services
Company Description

Corus Family Wealth Advisors is a premier financial services firm dedicated to orchestrating comprehensive financial strategies for ultra-affluent families, entrepreneurs, and investors. Located at 5900 S Lake Forest Dr, Ste 280, McKinney, Texas 75070, US, Corus simplifies the complexities of wealth management, allowing clients to focus on their core values, family, and legacy. Established in 1999, Corus offers a full spectrum of financial services, functioning as a trusted family office, tax consultant, and investment advisor.

Corus Family Wealth Advisors stands out by offering in-house capabilities and leveraging strategic partnerships with leading experts in valuation services, insurance, financial solutions, and legal services. This synchronized approach enables Corus to expertly manage substantial and diverse assets, including private businesses, legacy wealth, and shared holdings, while addressing critical needs like succession and estate planning. The firm's commitment to innovation ensures clients benefit from cutting-edge solutions tailored to their unique financial landscapes.

With a Kingdom-centered perspective, Corus Family Wealth Advisors provides innovative strategies to maximize the long-term impact of assets, both for families and charitable causes. Corus is passionate about guiding families in their stewardship of resources for lasting impact. Corus concentrates its focus on enabling and encouraging clients to embrace the mindset of faithful stewardship, and as such, our approach to wealth management is making a lasting and eternal impact on the lives of our clients, their families, and the world. We use a highly consultative process to define each client's values, relationships, and goals to maximize the longevity of their assets through investment optimization, tax efficiency, asset protection, estate planning, and complex charitable gifting.

We invite the manager of Corus Family Wealth Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility and reach.

Corus Family Wealth Advisors est une société de services financiers de premier plan dédiée à l'orchestration de stratégies financières complètes pour les familles ultra-fortunées, les entrepreneurs et les investisseurs. Située à 5900 S Lake Forest Dr, Ste 280, McKinney, Texas 75070, États-Unis, Corus simplifie les complexités de la gestion de patrimoine, permettant aux clients de se concentrer sur leurs valeurs fondamentales, leur famille et leur héritage. Fondée en 1999, Corus offre une gamme complète de services financiers, fonctionnant comme un bureau familial de confiance, un conseiller fiscal et un conseiller en investissement.

Corus Family Wealth Advisors se distingue en offrant des capacités internes et en tirant parti de partenariats stratégiques avec des experts de premier plan dans les services d'évaluation, l'assurance, les solutions financières et les services juridiques. Cette approche synchronisée permet à Corus de gérer de manière experte des actifs importants et diversifiés, notamment des entreprises privées, un patrimoine hérité et des avoirs partagés, tout en répondant aux besoins essentiels tels que la succession et la planification successorale. L'engagement de l'entreprise envers l'innovation garantit que les clients bénéficient de solutions de pointe adaptées à leurs paysages financiers uniques.

Avec une perspective centrée sur le Royaume, Corus Family Wealth Advisors propose des stratégies innovantes pour maximiser l'impact à long terme des actifs, tant pour les familles que pour les causes caritatives. Corus est passionné par le fait de guider les familles dans leur gestion des ressources pour un impact durable. Corus concentre ses efforts sur la manière d'aider et d'encourager les clients à adopter un état d'esprit d'intendance fidèle, et, de ce fait, notre approche de la gestion de patrimoine a un impact durable et éternel sur la vie de nos clients, de leurs familles et du monde. Nous utilisons un processus hautement consultatif pour définir les valeurs, les relations et les objectifs de chaque client afin de maximiser la longévité de ses actifs grâce à l'optimisation des investissements, à l'efficacité fiscale, à la protection des actifs, à la planification successorale et aux dons de bienfaisance complexes.

Nous invitons le responsable de Corus Family Wealth Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage la visibilité et la portée de votre entreprise.

Key Personnel / Employees
Cole McClellan CPA Garrett Williams CFP® Rebecca Loeffler FPQP™ Kevin Nelson

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Compare Corus Family Wealth Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
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Founded Year
1978 2017
Company Size
11-50 11-50 2-10
City
McKinney, Texas Yorktown, Virginia Dallas, TX Orlando, Florida
Country
United States United States United States
Skills & Keywords Comparing with main company
16 Total Skills
Wealth Management Financial Planning Investment Advisory Estate Planning Tax Consulting Family Office Services Financial Services Private Equity Due Diligence Multi-Generational Wealth Planning Alternative Investments Asset Protection Investment Management Charitable Giving Tax Preparation & Planning Insurance Solutions M&A Planning
8 Total 8 Unique
Unique Skills:
Business Succession Elder Law Estate Administration Estate Tax Planning Medicaid Planning Probate Adminstration +2
3 Total 3 Unique
Unique Skills:
Business Owner & Exit Planning Retirement Planning Tax Reduction Strategies
12 Total 3 Common 9 Unique
Match 19%
Common Skills:
Family Office Services Financial Planning Wealth Management
Unique Skills:
Income Planning Investing Legacy Planning Philanthropy Planning Retirement Planning Risk Management +3
4
Total Companies
1978
Oldest Founded
1
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Corus Family Wealth Advisors 科勒斯家族财富顾问 कोरस फैमिली वेल्थ एडवाइजर्स مستشارو كوروس لإدارة ثروات العائلات Корус Семейные консультанты по вопросам благосостояния Corus Consultores de Riqueza Familiar