PRIVATE WEALTH • FIDUCIARY STEWARDSHIP • ESTABLISHED 1987

Private Wealth Management & Advisory

Preserving family capital, structuring tax-efficient estate legacies, and optimizing global portfolio yields with over 39 years of fiduciary stewardship.

BESPOKE WEALTH STEWARDSHIP

A Relationship Founded on Fiduciary Duty

At Corox Bank, our wealth management officers operate as strict legal fiduciaries, held to the highest standard of client loyalty and transparency. We construct bespoke portfolios designed to withstand volatile market cycles while systematically reducing federal estate and capital gains tax liabilities.

Schedule Confidential Consultation Explore Wealth Tiers

OUR ADVISORY PILLARS

Comprehensive Multi-Generational Services

Integrated planning coordinating your legal, tax, and investment strategies.

Fiduciary Portfolio Management

Customized asset allocation across domestic equities, sovereign Treasuries, private debt, and real asset funds designed for after-tax total return.

Trust & Estate Architecture

Structure irrevocable dynasty trusts, charitable foundations, and generational transfer vehicles that protect family assets against litigation and estate taxation.

Family Office & Philanthropy

Comprehensive family governance, direct multi-generational financial literacy, bill pay administration, and structured charitable donor-advised funds.

Bespoke Credit & Liquidity

Access customized securities-backed credit lines (SBLOC), commercial aircraft financing, and super-prime residential bridge loans without liquidating equities.

MEMBERSHIP TIERS

Private Wealth Relationship Tiers

Tiered service levels tailored to your total investable household assets.

Wealth Tier	Investable Assets	Dedicated Advisor	Custom Tax Strategy	Alternative Assets	Action
Premier Wealth	$250,000 – $1,000,000	Regional Senior Advisor	Annual Tax-Loss Harvesting	Public REITs & ETFs	Inquire Tier
Private Client ★	$1,000,000 – $5,000,000	Dedicated Private Banker	Quarterly CPA Alignment	Private Equity & Structured Debt	Request Banker
Family Office Multi-Family	$5,000,000+	Executive Committee Desk	Full Legal & Trust Structuring	Direct Co-Investments & Real Assets	Family Office Desk

CONFIDENTIAL ADVISORY

Schedule a Wealth Consultation

Connect with a Managing Director at our Private Wealth Advisory office.

FREQUENTLY ASKED QUESTIONS

Private Wealth FAQs

What does it mean that Corox Wealth advisors are fiduciaries? +

As legal fiduciaries, our wealth advisors are bound by US law to act exclusively in your best financial interest at all times. We do not accept third-party commissions or push proprietary fund products, eliminating conflicts of interest.

Can Corox Bank coordinate with my current CPA and estate attorney? +

Yes. Our wealth officers regularly conduct quarterly strategy sessions directly with your external tax accountants and legal counsel to ensure your investment allocations remain fully synchronized with your estate tax structures.

What is a Securities-Backed Line of Credit (SBLOC)? +

An SBLOC allows you to borrow against the value of your non-retirement investment portfolio at competitive institutional rates. This provides immediate liquid cash for real estate or business investments without triggering capital gains taxes from selling assets.