Corient Capital Partners

What Corient Capital Partners does

Corient Capital Partners is a private, fee-only fiduciary wealth management firm headquartered in Miami, Florida, serving ultra-high-net-worth and high-net-worth individuals, families, and businesses across the United States and, following recent expansion, Canada, the United Kingdom, Switzerland, Monaco, Portugal, and additional EMEA and Asia-Pacific jurisdictions. The firm is a wholly owned subsidiary of CI Financial Corp (Toronto), which was taken private in 2024 by an affiliate of Mubadala Investment Company. Corient operates under a distinctive private partnership model with more than 300 partners and 2,200+ employees, providing clients access to integrated advisory expertise rather than depending on a single advisor.

The firm's core offerings include Family Office Services (family engagement, personal CFO, private aviation, family office structuring, tax, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), Investment Management (including alternative investments), and Trust Services delivered through Corient Trust Company of South Dakota. The technology stack is not publicly disclosed beyond a client portal for account access; there are no documented proprietary AI or platform capabilities. Service delivery is supported by wholly owned operating affiliates including Corient Private Wealth LLC (SEC-registered investment adviser), Corient IA LLC, Corient Family Office LLC, Corient Tax LLC, Corient Trust Company LLC, and Corient Aviation LLC.

Corient generates revenue primarily through recurring investment advisory fees on assets under management, with the firm described as completely fee-transparent and without conflicts inherent to commission-based models. As of June 2026, following completion of the Stonehage Fleming and Stanhope Capital Group acquisitions, Corient reports approximately $508 billion in client assets, positioning it as the world's largest non-bank wealth manager and multi-family office. Growth has been driven almost entirely by an aggressive M&A program that has folded more than fifteen U.S., European, and Canadian RIAs and multi-family offices into the Corient brand since late 2024, including Geller & Company, H.M. Payson, Ensemble Capital, Bristlecone Advisors, Northeast Financial Consultants, Breed's Hill Capital, Bedrock Group, Vivaldi Capital Management, Capital Advisors, and Palo Alto Wealth Advisors.

Name

Corient Capital Partners

Legal name

Corient Holdings Inc.

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 fiduciary wealth management firm and wholly owned subsidiary of CI Financial Corp, serving ultra-high-net-worth and high-net-worth individuals, families, and businesses. It manages approximately $508 billion in client assets across the US, Canada, and Europe through an integrated family office, wealth strategy, and investment management platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), 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 Trust & Fiduciary Services (FSAEAKAF), Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Wealth management services
• Investment advisory
• Family office services
• Trust services
• Financial planning

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices17 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Corient operates as a fee-only fiduciary wealth management firm providing investment advisory services. Advisory services are offered through Corient Private Wealth LLC, a registered investment adviser regulated by the SEC. The firm is described as completely fee-transparent with no conflicts inherent to the model.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Corient Capital Partners is a fiduciary, fee-only wealth management firm delivering integrated wealth management and family office services to ultra-high-net-worth and high-net-worth individuals, families, and select institutions. Core offerings include Family Office Services (personal CFO, family engagement, private aviation, tax, philanthropy, art management, lending, real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary, family governance), Investment Management (including alternative investments), and Trust Services through Corient Trust Company of South Dakota.

Product overview

Corient is an integrated wealth management firm offering a comprehensive platform of services for ultra-high-net-worth and high-net-worth individuals, families, and businesses. The core offerings include Family Office Services (encompassing family engagement, personal CFO, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Investment Management (including alternative investments). Trust Services are provided through Corient Trust Company of South Dakota. The firm operates a distinctive private partnership model similar to leading professional services firms, giving clients access to the full breadth of expertise across the organization. Corient has grown significantly through acquisitions, integrating numerous registered investment advisors and multi-family offices including Rootstock Advisors, Palo Alto Wealth Advisors, Ensemble Capital, H.M. Payson, Geller MFO, Bristlecone, Northeast Financial, Breed's Hill Capital, Messick Peacock, Vivaldi Capital, Capital Advisors, Bedrock Group, Stonehage Fleming, and Stanhope Capital Group.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services

Named customers2 records

Segments10 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

19 partnerships are on record, tiered core and minor.

• Northwood Family OfficecoreStrategic or Co-development Partner · 29 April 2026Corient's entry into the Canadian market through Northwood Family Office, which will operate under the Corient brand. Northwood is registered as a portfolio manager and exempt market dealer in all Canadian provinces and territories. Launching June 2026 with approximately C$10 billion in assets.
• Coriel CapitalcoreStrategic or Co-development Partner · 29 April 2026Canadian firm joining Corient's expansion into Canada, contributing approximately C$10 billion in assets to the Canadian launch.
• CI Private Wealth advisorscoreStrategic or Co-development Partner · 29 April 2026Select CI Private Wealth advisors will become Corient Partners as part of the Canadian market entry.
• Bedrock GroupcoreStrategic or Co-development Partner · 16 April 2026Pre-eminent European wealth manager and multi-family office founded in Geneva in 2004. Manages CHF8.4 billion (approximately US$10.7 billion) in client assets with offices in Geneva, London, Monaco and Lisbon. Services span traditional investment management, specialized private asset strategies and comprehensive family office services.
• Stonehage FlemingcoreStrategic or Co-development Partner · 2 September 2025One of the world's leading independently owned multi-family offices with over $175 billion in combined assets and offices in 13 jurisdictions. Provides cross-border and multi-generational structuring, wealth and investment management, governance and succession planning, legal and tax advisory, trust and fiduciary, philanthropic and art management services.
• Stanhope Capital GroupcoreStrategic or Co-development Partner · 2 September 2025One of Europe's largest independent wealth management and advisory firms with close to $40 billion in assets. Provides wealth management, consulting, merchant banking and private investments. Includes New York-based FWM Holdings and FFT Wealth Management.
• Corient Private Wealth LLCcoreOthersPrimary U.S. registered investment adviser entity, regulated by the SEC. Form ADV Part 2A and Client Relationship Summary available through SEC.
• Corient IA LLCcoreOthersU.S. registered investment adviser, SEC regulated, and investment manager of certain private funds offered by Corient Private Wealth. Wholly owned by Corient Private Wealth LLC.
• Cabana Asset ManagementminorOthersAffiliate firm with disclosure brochure available through SEC.
• Columbia Pacific Advisors LLCminorOthersAffiliate firm with disclosure brochure available through SEC.
• GLASfunds LLCminorOthersAffiliate firm with disclosure brochure available through SEC.
• Segall Bryant & Hamill LLCminorOthersAffiliate firm with disclosure brochure available through SEC.
• FFT Wealth Management LLCminorOthersAffiliate firm (multi-family office part of Stanhope Capital Group) with disclosure brochure available through SEC.
• Optima Asset Management LLCminorOthersAffiliate firm with disclosure brochure available through SEC.
• Corient Family Office LLCcoreOthersProvides family office services including bill pay, personal CFO, and concierge services. Not a registered investment advisor or accounting firm.
• Corient Tax LLCcoreOthersProvides standalone tax planning for individuals and businesses, as well as audit support. Not a registered investment advisor or accounting firm.
• Corient Trust Company LLCcoreOthersSouth Dakota trust company providing customized administrative trust solutions. Part of the trust services offering.
• Corient Aviation LLCminorOthersProvides aviation services acting as an air charter broker, not a direct air carrier.
• Premier aviation partnersminorImplementation/ SI/ Consulting PartnerThrough established partnerships with premier aviation partners, select clients can enjoy seamless access to the exclusivity and flexibility of private aviation with the financial efficiency of corporate-level pricing.

Scale indicators8 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Pathstone: Privately held independent wealth management firm serving ultra-high-net-worth families, family offices, and endowments. Formed through the merger of Lovell Minnick Partners' wealth management business and Family Office Exchange, Pathstone competes directly with Corient in the multi-family office segment.
• Brown Brothers Harriman Wealth Management: Privately held wealth management and investment services firm serving UHNW individuals, families, and institutions. BBH's partnership structure and fee-only model parallel Corient's approach.
• Crestwood Advisors: Independent, employee-owned RIA serving ultra-high-net-worth families with comprehensive family office services. Crestwood's partnership-style ownership and integrated wealth platform closely mirror Corient's model.
• Rockefeller Capital Management: Independent wealth management firm serving ultra-high-net-worth and high-net-worth clients with approximately $135B in client assets. Rockefeller's family office capabilities and recent acquisition-driven growth model closely mirror Corient's strategy.
• Bessemer Trust: Privately held multi-family office focused exclusively on ultra-high-net-worth families with approximately $100B+ in AUM. Bessemer Trust is the closest pure-play peer to Corient given its fee-only fiduciary model and integrated family office services.

Broad incumbents

• UBS Wealth Management: World's largest wealth manager with over $5 trillion in invested assets following the Credit Suisse acquisition. UBS competes with Corient in the UHNW and family office segments globally with strong European and Asian presence.
• J.P. Morgan Private Bank: Private banking division of JPMorgan Chase serving ultra-high-net-worth clients globally with integrated investment management, lending, and capital markets services. J.P. Morgan competes with Corient for the largest family office relationships.
• Northern Trust Wealth Management: Wealth management division of Northern Trust Corporation serving ultra-high-net-worth clients globally with over $400B in wealth management AUM. Northern Trust is a larger incumbent competitor with integrated private banking, trust, and family office capabilities.
• Goldman Sachs Private Wealth Management: Ultra-high-net-worth wealth management division of Goldman Sachs serving clients with $10M+ investable assets. Goldman offers integrated investment banking, lending, and capital markets access that competes with Corient at the top of the wealth segment.
• Morgan Stanley Wealth Management: Largest wealth management franchise in the US with over $5 trillion in client assets. Morgan Stanley's acquisition of E*TRADE and Eaton Vance expanded its wealth platform to compete with Corient in serving UHNW families and corporate executives.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

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

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries22 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 Capital Partners