Where judgment, alignment, and principal-level clarity begin.

Cordis was formed around a simple but often overlooked truth: every major decision a principal makes runs deeper than the transaction itself. Behind every liquidity event, restructure, succession, or strategic shift lies a web of intent, relationships, expectations, and long-term consequences that most advisors never fully see.

We repeatedly watched world-class principals standing at the center of the highest-stakes decisions of their lives—surrounded by siloed advisors, technical experts, and conflicting incentives—but with no one who could help them align the decision with the future they actually wanted.

The insight behind Cordis didn’t come from strategy decks or market analysis. It came from a pattern: misalignment destroys more value than taxes, markets, or negotiations ever could.

A founder preparing for a sale might think the question is “What’s the after-tax number?” But the real questions were usually:

• Who should actually own the shares at the moment of the transaction?
• Does QSBS eliminate taxes—or accidentally eliminate control?
• Should value flow to a spouse, children, trusts, or future vehicles?
• Does “protecting assets” also protect relationships?
• Are we optimizing for the principal’s priorities—or someone else’s?

These were not accounting decisions. They were identity decisions disguised as tax planning. They revealed the gap between what principals say they want… and what the structure of their decisions will inevitably produce.

Cordis exists because the traditional advisory ecosystem is built for transactions—not for principals. Too many advisors optimize their individual slice: banking, tax, law, wealth, estate, governance. But principals don’t live in slices. They live in the entire picture at once.

Our role is to step into that intersection—to see the full ice the way the principal sees it, to clarify intentions, align people, structure decisions, and build outcomes that remain durable long after any deal closes.

This is why Cordis serves as a long-term partner, not a transactional one. We sit beside principals through every inflection—growth, transition, succession, reinvention—helping them execute with precision and unavoidable clarity.

Derived from the Latin cor, cordis—“of the heart”—the name reflects the center of decision-making: not emotion, but the core of intent, alignment, and what truly matters to a principal and their family.

The heart is where principles are held. The structure is where decisions are made. Cordis stands at the intersection of both.