Corus Family Wealth Advisors, Inc.

Corus Family Wealth Advisors provides discretionary investment management, financial planning, and family office services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm reports managing roughly $619.5 million on a discretionary basis across about 127 client relationships and acts as a fiduciary in client engagements.

The firm uses a consultative process to tailor portfolios based on modern portfolio theory, employing diversified allocations across asset classes and implementing strategies primarily with ETFs and institutional mutual funds (including Dimensional Fund Advisors), while also using separately managed accounts, private credit, and private placements when appropriate. Corus generally pursues long‑term, tax‑aware rebalancing and notes that it may employ options/derivative strategies and alternative investments in selected accounts.

Compared with many peers, Corus discloses several uncommon arrangements: an affiliated accounting firm that shares offices and personnel and provides tax and accounting services to some clients, ownership interests in related managers (Corus Africa Management/52Africa) and the ability to recommend participation in a proprietary private fund, and advisor involvement in oil & gas partnership interests. The firm’s disclosures also indicate it has used hypothetical performance and client testimonials in its advertising, features that are relatively rare among similar team advisers.