THE PROBLEM WE WERE DESIGNED TO SOLVE
Most principals don’t have a clarity problem. They have an alignment problem.
In every major inflection point—sale, succession, acquisition, partnership, divorce, liquidity event—the decision itself is rarely the issue.
The real risk comes from misalignment between intentions, advisors, structure, and outcomes.
Traditional advisors optimize for their own domain: bankers chase execution, lawyers chase risk, tax advisors chase efficiency, wealth managers chase portfolios.
But principals don’t live in domains—they live in the consequences of decisions that bridge all of them.
Cordis was created to solve the failures that occur in the space between disciplines.
We bring a unified lens so the principal sees the entire ice, not fragments of it.
Misaligned Advice
Advisors often optimize for their own incentives.
Cordis aligns every voice around one center of gravity: the principal’s desired outcome.
Hidden Structural Consequences
A tax strategy can alter family dynamics.
A governance change can alter control.
A liquidity event can alter identity.
We ensure structure reflects intent.
Fragmented Decision-Making
When advisors operate in silos, principals absorb the risk of integration.
Cordis removes that burden and brings the full system into focus.
Inflection-Point Blindspots
Events like sale, divorce, succession, or reinvention reshape a life’s trajectory.
We help principals anticipate second-order and third-order effects before they occur.