Advisory for principals
and everyone who depends on them.

Cordis works with founders, owners, and families at moments where decisions carry weight, for their capital, their companies, and the people who rely on them. Strategy, readiness, transactions, and long-term stewardship, unified under one modern framework.

NOT A BANK. NOT A BROKERAGE.
NEVER A PRODUCT PLATFORM.
A PRINCIPAL-FIRST SYSTEM ENGINEERED FOR COMPLEX DECISIONS.

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The moments that shape wealth, legacy, and ownership demand more than advice.

Whether you're preparing for a potential sale, evaluating strategic options, coordinating diligence, or navigating new complexity, these decisions carry consequences that last for decades, for you and those who rely on your leadership.

Traditional advisors focus on narrow slices.

Firms specialize in their lane.

Most guidance is fragmented.

Principals need someone focused on their entire picture, and the futures connected to their decisions.

Cordis was built for the decision-maker, not the institution.

THE CORDIS MODEL

Institutional rigor. Independent judgment. Principal-first alignment.

A modern strategic advisory model unifying readiness, decision support, and long-term clarity— designed for complex moments where precision and coordination matter.

Inflection Readiness

A cross-disciplinary framework that helps principals gain clarity across financial, operational, legal, and personal dynamics—so major decisions are made with full visibility, not partial inputs.

Transaction & Capital Advisory

Preparation, evaluation, and coordination around potential sales, successions, partnerships, or capital events. Cordis helps principals structure the process, align key professionals, and stay strategically grounded at every stage.

Post-Liquidity Stewardship

When complexity accelerates, principals need long-term strategic clarity. Cordis supports governance, reinvestment frameworks, and decision-making architecture designed around the principal’s objectives and responsibilities.

Our Clients

Who We Serve

Founders, Owners & Entrepreneurs
People who’ve built something meaningful and now face complexity, growth, a potential sale or succession.

Successful Individuals Navigating Inflection
Life changes, business changes, relationship shifts, that require clarity, not noise.

Dynamic & Evolving Families
Blended families, families in transition, or families experiencing growth and high-stakes decisions across generations.

PE Firms, Family Offices & Strategic Buyers
Supporting acquisitions, diligence, founder dynamics, or coordinated execution across portfolio transitions.

Attorneys, CPAs & Trusted Advisors
Serving as a coordinated partner for advisors guiding clients through complex decisions and transactions and transactions.

Why Cordis

Cordis isn’t the next version of legacy firms. It’s the model they can’t replicate.

Built modern from day one, Cordis integrates disciplines, strips out structural conflicts, and centers every decision on the principal and the people who rely on them.

Integrated by design
Financial, legal, operational, and family considerations are treated as one interconnected system, not separate silos that you’re left to coordinate alone.

Alignment without exception
No product agenda. No competing incentives. Cordis is built to sit solely on the principal’s side of the table.

Cordis represents a next-era model for principal advisory. Many organizations will adapt later. Principals choose it now.

The Three Cordis Commitments

Zero Noise

You get disciplined guidance, not overwhelming information or complicated terminology.

Zero Conflicts

We sell nothing. No products, no commissions, no agendas, just clarity.

Zero Drift

Your priorities stay at the center of every decision, always aligned, never off-course.

Trust comes from clarity, not complexity. This is the foundation of Cordis

Your Next Chapter Deserves Clarity

Speak with Cordis for a confidential, conversation about what you’re navigating, business, family, transition, or opportunity.

Begin the Conversation That Matters

Advisory for principals
and everyone who depends on them.

The moments that shape wealth, legacy, and ownership demand more than advice.

Institutional rigor. Independent judgment. Principal-first alignment.

Inflection Readiness

Transaction & Capital Advisory

Post-Liquidity Stewardship

Our Clients

Who We Serve

Why Cordis

Cordis isn’t the next version of legacy firms. It’s the model they can’t replicate.

The Three Cordis Commitments

Your Next Chapter Deserves Clarity

Cordis Group

Contact

Advisory for principals and everyone who depends on them.

The moments that shape wealth, legacy, and ownership demand more than advice.

Institutional rigor. Independent judgment. Principal-first alignment.

Inflection Readiness

Transaction & Capital Advisory

Post-Liquidity Stewardship

Our Clients

Who We Serve

Why Cordis

Cordis isn’t the next version of legacy firms. It’s the model they can’t replicate.

The Three Cordis Commitments

Your Next Chapter Deserves Clarity

Cordis Group

Contact

Advisory for principals
and everyone who depends on them.