As a Partner and Director of Wealth Planning at Corient, Jeremy Hudson leverages his extensive expertise to guide clients through the complexities of financial decision-making. With a strong focus on wealth transfers, estate planning, and risk management, Jeremy is dedicated to creating tailored strategies that...
As a Partner and Director of Wealth Planning at Corient, Jeremy Hudson leverages his extensive expertise to guide clients through the complexities of financial decision-making. With a strong focus on wealth transfers, estate planning, and risk management, Jeremy is dedicated to creating tailored strategies that align with each client’s unique financial goals. His collaborative approach fosters a deep understanding of clients' needs, allowing him to distill intricate financial concepts into actionable steps that drive long-term success.
At Corient, one of the largest integrated fee-only Registered Investment Advisors (RIAs) in the United States, Jeremy plays a pivotal role in leading key projects that encompass a wide range of wealth management disciplines, including investments, liquidity events, and alternative assets. His proficiency in tools like Money Guide Pro enhances his ability to provide comprehensive financial planning, ensuring that clients are well-equipped to navigate the challenges of equity-based compensation and strategic business planning.
Jeremy’s commitment to frequent and open communication not only strengthens client relationships but also cultivates a culture of collaboration within the Corient team. By prioritizing excellence and a client-centric approach, he helps clients confidently pursue their financial aspirations, whether that involves preparing for significant liquidity events or implementing robust estate planning and asset protection strategies. Jeremy's passion for empowering clients through informed decision-making positions him as a trusted advisor in the ever-evolving landscape of wealth management.
