CohnReznick Wealth Management

The wealth advisory unit does not run its own private equity or venture capital fundraising. Instead, it sources alternative investments through the broader CohnReznick network, which includes due-diligence relationships with third-party managers, real estate sponsors, and private credit funds. The RIA acts as an allocator, not a general partner.

The firm does not disclose a stage-specific bias. Its SMA platform covers liquid public markets and direct indexing for equities, plus fixed-income ladders. In alternatives, the firm prefers private real estate, private credit, and structured products — none of which are venture-stage or growth-stage equity commitments.

It is a wholly owned subsidiary of the national accounting and advisory firm CohnReznick LLP. The relationship gives the RIA direct access to the firm's 3,000+ professionals and its client base of high-net-worth individuals, family offices, and middle-market companies. The wealth management entity is operationally separate but retains a shared brand and marketing structure.