The Challenge You're Facing
As your income and wealth grows, so does the complexity of managing it all.
Too complex for basic services, but unable to justify the expense of a Family Office.
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You've built significant net worth through business success or professional achievement
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Your financial life now spans multiple income streams, entities, trusts, real estate, and various types of investments
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Traditional CPAs and DIY tools can't handle the complexity — they're built for people with less complexity than you
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The cost of a Family Office only makes sense once you pass $100M
You're stuck in the middle between a CPA and a Family Office
CORVIDA is a fundamentally different approach to personal financial operations
Monthly, Not Annual
Your business runs on monthly cycles — so should your personal finances. Real-time visibility and continuous optimization, not once-a-year scrambles.
Built specifically for high-net-worth
We exclusively serve successful individuals and families with lots of financial complexity. Every process, system, and team member is optimized for your exact situation.
White glove service
One dedicated team manages everything with complete visibility across your entire financial life. We handle it all so you never have to be your own back office again.
A Year With CORVIDA
Dedicated team. Year-round service.
Your financial complexity has outgrown your CPA's business model.
Foundation: Months 1-3
Meet your team. Secure setup. Initial financial snapshot.
Optimization: Months 3-6
First Monthly statements. Tax review. Bill pay automation. Quick wins identified.
Ongoing: Months 6-12
Monthly reports. Proactive recommendations. Tax returns built throughout the year. Always available when you need us.
Secure By Design
Complete visibility, complete control.
Your finances protected by the same standards institutions use. Your team backed by professional credentials. Your data always under your control.
Enterprise-Grade Security
256-bit encryption, secure data centers, and multi-factor authentication protect every document and transaction.
Complete Audit Trail
Track when documents are filed, payments scheduled, strategies implemented. Full transparency on all work performed.
Licensed CPAs Only
Our accountants hold active CPA licensure, and our entire team follows IRS Circular 230 standards.
Protected Communications
Two-factor authentication on all logins. Voice verification for wire instructions. Secure document vault for sensitive files.
You Control Access
Connect accounts through secure infrastructure. Grant or revoke permissions anytime. Get notified of account accesses.
Family office capabilities. Exclusive membership.
Dedicated tax team, bill pay, bookkeeping, and year-round support.
vs. Traditional CPA
Ad hoc contact
50+ page tax organizer
You chase K-1s and 1099s
Silence until February
Last-minute strategies
You're the project manager
vs. Family Office
Minimum $50M net worth required
10x the cost of CORVIDA
Overkill for most families
Long onboarding process
Often outdated technology
Includes services you may not need
FOUNDING MEMBER
Individual tax prep and filing
Dedicated tax team available year-round
Quarterly tax estimates and payments
Bill pay with saving recommendations
Monthly personal financial statements
Quarterly cash flow forecasting
Monthly bookkeeping
Document management
Wealth advisor and attorney collaboration
Next Steps
Take the next step toward membership
Corvida is available exclusively through invitation from select financial advisors and private networks.
Through Your Financial Advisor
Ask if they're a CORVIDA partner who can extend an invitation
Through Your Network
Members of professional associations, and other exclusive membership organizations may have access.
Through a Current Member
Founding members can extend invitations to qualified friends and family
