Corient

What Corient does

Corient is a private, fee-only registered investment advisor and multi-family office serving ultra-high-net-worth and high-net-worth individuals, families, business owners, corporate executives, and select institutional clients. Founded in 2020 as the RIA arm of CI Financial and headquartered in Miami, the firm delivers an integrated service offering organized around three pillars: Family Office Services (personal CFO support, tax services, private aviation, global art management, philanthropy planning, lending, real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Investment Management (portfolio construction with an emphasis on alternative investments). The firm does not build proprietary technology and instead operates on industry-standard custody, portfolio management, and financial planning platforms.

Corient generates revenue primarily through advisory fees calculated as a percentage of assets under management, with disclosed fee schedules in the 0.25% to 1.0% range depending on asset levels and service complexity. Go-to-market is dominated by acquiring established UHNW-focused RIAs, with acquired principals joining as equity-owning Partners under a private partnership model designed to align advisor and client interests. The firm's parent is Mubadala Investment Company, Abu Dhabi's sovereign wealth fund, which closed its approximately $4.3 billion acquisition of CI Financial in August 2025, providing permanent capital for continued M&A expansion.

As of June 1, 2026, Corient reported approximately $508 billion in combined managed and administered client assets, 2,200+ employees, and 300+ partners, making it the world's largest non-bank wealth manager and multi-family office. Global operations span the United States, Canada, the United Kingdom, Switzerland, France, Luxembourg, Malta, Liechtenstein, Guernsey, Jersey, the Isle of Man, Monaco, Portugal, South Africa, Mauritius, Israel, and Asia, supported by a succession of acquisitions including Stonehage Fleming, Stanhope Capital Group, Bedrock Group, Geller & Co.'s family office business, Capital Advisors, Vivaldi Capital Management, and Northeast Financial Consultants.

Name

Corient

Legal name

Corient Private Wealth LLC

Website

https://corient.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Corient is a private, fee-only registered investment advisor and multi-family office headquartered in Miami, serving ultra-high-net-worth individuals, families, and business owners through integrated family office, wealth strategy, and investment management services, backed by Mubadala Investment Company.

Ownership category

akta.pro rank

Product category

Multi-Family Office / Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Investment management advisory
• Family office services
• Multi-family office platform
• Estate planning advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Under Management (AUM) Fees: Corient generates revenue primarily through fees based on assets under management. As a fee-only RIA, the firm charges advisory fees calculated as a percentage of client assets managed. This creates a scalable recurring revenue model aligned with client outcomes.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Corient is a fee-only registered investment advisor delivering integrated wealth management and family office services to ultra-high-net-worth and high-net-worth individuals, families, and business owners. The firm organizes its offering around three pillars: Investment Management (portfolio construction with emphasis on alternative investments), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Family Office Services (personal CFO, tax services, lending, private aviation, global art management, philanthropy planning, and real estate). Services are delivered through a private partnership model where acquired firm principals become Corient Partners and equity owners.

Product overview

Corient is an integrated wealth management firm that offers a comprehensive suite of services organized around three core pillars: Family Office Services, Wealth Strategy, and Investment Management. The Family Office Services division provides holistic support including personal CFO, tax services, lending, private aviation, global art management, and philanthropy planning. The Wealth Strategy pillar encompasses wealth planning, wealth transfer, global fiduciary services, and family governance. The Investment Management arm focuses on portfolio management with emphasis on alternative investments. These offerings are delivered through a private partnership model that integrates capabilities across all divisions to serve ultra-high-net-worth and high-net-worth clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office services for ultra-high-net-worth individuals and families, encompassing family engagement, personal CFO support, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate services.
• Wealth Strategy Strategic wealth management services including wealth planning, wealth transfer, global fiduciary services, and family governance and succession planning for ultra-high-net-worth families.
• Investment Management Investment management services including portfolio construction and alternative investments, providing comprehensive portfolio management for ultra-high-net-worth and high-net-worth clients.
• Tax Services Tax services for ultra-high-net-worth families and individuals, delivered as part of Corient's integrated family office offering and designed to coordinate tax planning with investment management, wealth transfer, and family governance.
• Lending Services Lending services offered to ultra-high-net-worth clients as part of Corient's integrated family office capabilities, supporting liquidity, securities-backed lending, and other wealth management financing needs.
• Private Aviation Services Private aviation concierge services for ultra-high-net-worth clients, delivered as part of Corient's integrated family office offering.
• Global Art Management Global art management services for ultra-high-net-worth clients, providing specialized support for art collections as part of Corient's integrated family office capabilities.
• Philanthropy Planning Philanthropy planning services for ultra-high-net-worth clients, helping families design, structure, and manage charitable giving strategies and foundations.
• Real Estate Services Real estate services for ultra-high-net-worth clients, supporting acquisition, management, and disposition of residential, commercial, and investment properties as part of integrated family office capabilities.
• Global Fiduciary Services Global fiduciary services providing trustee and fiduciary support across multiple jurisdictions for ultra-high-net-worth families with cross-border wealth holdings.
• Alternative Investments Alternative investments offerings providing ultra-high-net-worth and high-net-worth clients access to non-traditional asset classes and portfolio diversification opportunities as part of Corient's Investment Management pillar.

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators10 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Creative Planning: One of the largest U.S. independent RIAs serving HNW and UHNW clients, also actively pursuing M&A and offering family office services. Highly comparable as a fee-only, partner-oriented wealth manager competing for the same acquisition targets.
• Bessemer Trust: Privately held multi-family office focused exclusively on UHNW families, with integrated investment management, wealth planning, and family office services. Direct peer in the multi-family office and UHNW advisory category.
• Glenmede: Independent, employee-owned UHNW wealth manager and multi-family office with discretionary investment management, trust, and advisory services. Comparable in private ownership structure, UHNW focus, and integrated service offering.
• Rockefeller Capital Management: Privately held UHNW-focused wealth manager and investment bank built around the Rockefeller brand, with a partnership-style model and full family office capabilities. Closely comparable in target client, service breadth, and private ownership.
• Cresset Asset Management: Private multi-family office and RIA serving UHNW families with integrated wealth advisory and alternative investments. Similar partnership model and emphasis on concierge family office services.
• Cerity Partners: Large, employee-owned RIA and multi-family office serving UHNW individuals, families, and institutions, formed through RIA roll-ups. Comparable in fee-only fiduciary model, UHNW focus, and aggressive M&A-driven growth strategy.
• Pathstone: Independent, partner-owned RIA and multi-family office serving UHNW families and foundations. Comparable in integrated family office services and private partnership ownership structure.
• Stonehage Fleming Family & Partners: International multi-family office and UHNW wealth manager headquartered in London, serving families across Europe, Africa, and Asia. Now a wholly owned subsidiary of Corient; comparable in multi-family office service model and UHNW clientele.

Broad incumbents

• Goldman Sachs Personal Financial Management: UHNW-focused wealth management arm of Goldman Sachs, offering investment advisory, banking, and family office capabilities at scale. Comparable in UHNW target segment but part of a broader investment bank platform.
• Brown Brothers Harriman ( Investor Services ): Long-standing private bank and wealth manager with HNW/UHNW focus, offering investment management, trust, custody, and family office services. Comparable in private ownership and UHNW focus but more established/legacy franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/corientprivatewealth
• Xx.com/corientcapital
• Facebookfacebook.com/CorientPrivateWealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A17 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corient