A principal-first advisory firm for decisions that carry weight.
Cordis exists for founders, owners, and families at moments where responsibility, capital, and consequence converge. We help principals see further, choose wisely, and steward inflection decisions that reshape wealth, ownership, and the people connected to them— quietly, and with institutional-grade rigor.
An independent advisory firm built around the principal.
Cordis is an independent advisory firm focused on principals at meaningful inflection points— when decisions about capital, ownership, and responsibility carry consequences well beyond a single transaction.
We work with founders, owners, and families to bring clarity to these moments: aligning personal, financial, and operational realities; coordinating the right professionals; and helping principals think several moves ahead for themselves and for everyone who depends on them.
Our role is not to be the loudest voice in the room, but to be the most aligned: a steady, disciplined counterweight in environments that are often fast, complex, and emotionally charged.
Principals at inflection points
We concentrate on the periods where decisions reshape ownership, liquidity, and long-term direction—not on day-to-day noise.
System-level thinking
Financial, legal, operational, and family dynamics are treated as one integrated system, rather than a series of separate conversations.
Independent, principal-aligned
No product agenda. No retail platform. Our work is grounded in the interests of the principal and the futures connected to their decisions.
Four integrated pillars. One principal-first system.
Cordis brings together four integrated pillars built for principals navigating meaningful decisions: advisory, community, learning, and long-term impact. Each operates independently— yet reinforces the others—to help principals see further, decide better, and act with conviction.
Readiness, transactions & stewardship
Readiness, transactions, strategy, and stewardship unified into The Cordis System™, a modern model built around the principal—not the institution.
Explore →Trusted operators & advisors
A private network of operators, advisors, founders, and principals who collaborate, exchange insight, and support inflection decisions across disciplines.
Learn more →Independent research & frameworks
Independent research, frameworks, and thought leadership designed to help principals understand what’s changing—and what to do about it.
Enter →Long-term, quiet capital
A long-term giving vehicle advancing entrepreneurship, education, resilience, and transition support—built quietly and intentionally over time.
View →A quiet firm for principals facing loud decisions.
If you're approaching a moment that could reshape your capital, ownership, or long-term direction—and the futures connected to it—we're built to help you think clearly, prepare fully, and move with conviction.