Wealth decisions,
thoughtfully managed

Personalized financial planning and investment management for business owners—centered around proactive tax strategy, private investment access, and fully integrated planning.

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How we think
about wealth

We approach wealth management with a focus on context rather than urgency. Our work is tailored to each client, supporting individuals and business owners as they grow, protect, and transfer their wealth in line with long-term financial goals.

OUR INVESTMENT APPROACH

Investment Management

Have you outgrown conventional wealth management?

At Corrales & Co. we’ve developed a customized approach to managing your wealth that combines the best of conventional wealth management with investments wealthy families have used for generations.

Tax Planning & Strategy

Is your current CPA merely acting as an IRS Compliance Officer?

Overpaying in taxes is often the result of compliance-only accounting. Our approach centers on proactive, strategic planning to legally reduce business and individual tax exposure over time.

Business Exit Planning

With proper planning you can exit on your own terms, to whom you want and for the maximum price.

Our firm’s motto is that exit planning is simply good business strategy. While we have experience across a range of industries, our firm has unique experience advising federal government contractors.

Estate Planning
& Structuring

How confident are you that your current estate plan truly reflects your wishes and minimizes potential tax exposure for your beneficiaries?

Whether you’re putting basic documents in place or structuring a more robust trust strategy, we help protect your assets and ensure a thoughtful transfer of wealth across generations.

Family Office Services

Do you find yourself managing multiple advisor relationships (CPA, attorney, financial advisor, insurance) who all share different points of view?

When multiple advisors operate independently, clarity can get lost. We coordinate every aspect of your financial life so decisions move forward with alignment.

International Private Client

Investing or relocating to the U.S. requires thoughtful cross-border planning. We help international families and executives structure, protect, and integrate their wealth with clarity.

Global Wealth Management: Strategies across markets and tax systems.

Cross-Border Estate Planning: Protection within multiple legal frameworks.

Seamless Integration into the U.S.: Asset structuring, transfer optimization, and regulatory alignment.

Meet our founder
Luis Corrales

Luis Corrales founded the firm with a simple belief: clients deserve financial advice that is thoughtful, disciplined, and tailored to them.

Originally from Peru and trained on Wall Street, Luis works closely with individuals and business owners to help them grow and protect their wealth, manage tax exposure, and plan across generations.

MEET OUR TEAM

Wealth decisions,thoughtfully managed

How we thinkabout wealth