What Corient Capital Partners, LLC does

Corient Capital Partners, LLC is the world's largest non-bank wealth manager and multi-family office, headquartered in Newport Beach, California, and operating as a private partnership with more than 300 equity partners. The firm serves ultra-high-net-worth and high-net-worth individuals and families, business owners and entrepreneurs, corporate executives, foundations and endowments, and sophisticated professional investors across 15+ jurisdictions including the United States, Canada, the United Kingdom, France, Switzerland, Luxembourg, multiple Channel Islands, South Africa, Israel, and Mauritius. As of 06/30/2026, Corient reports $535+ billion in client assets held through Corient Global HoldCo Limited.

The firm delivers services through three integrated pillars: Family Office Services (offered via Advisory, A la carte, and Comprehensive engagement models), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Investment Management (traditional and alternative investments). These pillars are supported by specialized sub-services including Personal CFO, Tax Services (Corient Tax LLC), Trust Services (Corient Trust Company LLC in South Dakota), Private Aviation (Corient Aviation LLC), Global Art Management, Philanthropy Planning, Lending, Real Estate, Family Engagement, and Family Office Structuring. The firm also operates a constellation of SEC-registered affiliate brands (Cabana Asset Management, Columbia Pacific Advisors, GLASfunds, Segall Bryant & Hamill, FFT Wealth Management, Stanhope Capital, Optima Asset Management) and acquired brands (Stonehage Fleming).

Corient operates as a fee-only fiduciary and does not charge commissions or participate in revenue sharing, aligning advisor and client interests under a unified P&L with no internal chargebacks. Distribution is exclusively direct, with clients served by named partners and dedicated advisory teams via a global network of regional sites. Growth has been driven primarily by an aggressive M&A roll-up: at least 15 disclosed acquisitions across 2024-2026, including the transformative Stonehage Fleming and Stanhope Capital Group transactions that established the $430-billion (later $500B+) global platform, a Canadian market entry, multiple U.S. RIA and multi-family office acquisitions (Geller MFO, H.M. Payson, $1.8B Ensemble Capital, $600M Rootstock, $4.5B Northeast Financial Consultants, $2B Bristlecone Advisors, and others), and European additions (Bedrock Group in Geneva, Letus Private Office, Seven Bridges Advisors, Summit Trail Advisors).

Name

Corient Capital Partners, LLC

Legal name

Corient Private Wealth LLC

Website

https://corient.com

Company type

Private

Founded year

2022

Operating status

Operating

Short description

Corient Capital Partners is the world's largest non-bank wealth manager and multi-family office, operating as a 300+ partner private partnership serving ultra-high-net-worth individuals and families with $535+ billion in client assets across 15+ jurisdictions.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Trust & Fiduciary Services (FSAEAKAF), Lifestyle, Concierge & Personal Services Management (FSAAADAJ)

Keywords

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

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Management Fees: Fee-only fiduciary model where the firm does not charge commissions or participate in revenue sharing, aligning interests with clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Corient Capital Partners, LLC operates as the world's largest non-bank wealth manager and multi-family office, delivering comprehensive wealth management to ultra-high-net-worth and high-net-worth individuals and families. The firm offers three core integrated service pillars—Family Office Services, Wealth Strategy, and Investment Management—supported by specialized offerings including Personal CFO, Tax Services, Trust Services, Private Aviation, Global Art Management, Philanthropy Planning, Lending, Real Estate, and Family Engagement. Operating on a fee-only fiduciary model with 300+ equity partners, Corient manages $535+ billion in client assets across North America, Europe, Africa, and the Middle East.

Product overview

Corient is the world's largest non-bank wealth manager and multifamily office serving ultra-high-net-worth clients. The company operates through three core integrated service pillars: Family Office Services (offering Advisory, A la carte, and Comprehensive approaches), Wealth Strategy (including Wealth Planning, Wealth Transfer, Global Fiduciary Services, and Family Governance & Succession), and Investment Management (covering traditional and alternative investments). These core services are supported by specialized sub-services including Personal CFO, Tax Services, Trust Services, Private Aviation, Global Art Management, Philanthropy Planning, Lending, Real Estate, and Family Engagement. The company has grown through acquisitions of affiliate brands including Stonehage Fleming, Stanhope Capital, Cabana Asset Management, Columbia Pacific Advisors, Segall Bryant & Hamill, and others. As fee-only fiduciaries operating as a private partnership with 300+ equity partners, Corient manages $535+ billion in client assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office services designed for ultra-high-net-worth individuals and families, including investment oversight and intergenerational planning, offered through Advisory, A la carte, and Comprehensive approaches.
• Wealth Strategy Strategic wealth planning services including wealth planning, wealth transfer, global fiduciary services, and family governance and succession planning.
• Investment Management Customized investment portfolios designed to meet short-term financial needs and long-term wealth goals, including access to traditional and alternative investments.
• Personal CFO High-touch financial management support providing dedicated team assistance for accounting, reporting, bill pay, and financial management.
• Tax Services Holistic tax planning, preparation, and ongoing management services offered through Corient Tax LLC to meet client tax needs.
• Trust Services Customized administrative trust solutions provided through Corient Trust Company LLC, a South Dakota trust company.
• Private Aviation Access to private aviation services through Corient Aviation LLC acting as air charter broker, offering exclusivity and flexibility with corporate-level pricing.
• Global Art Management Art management services for private art collectors, families, and foundations.
• Philanthropy Planning Services helping families develop plans to preserve family legacy and values through strategic philanthropy.
• Lending Comprehensive debt financing support across loan types and unique underwriting needs.
• Real Estate Oversight and project governance on all aspects of real estate projects from planning to closeout.
• Alternative Investments Access to alternative investment strategies complementing traditional portfolio management.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• Stonehage FlemingcoreOthersAcquired as part of global expansion creating $430-billion independent ultra-high-net-worth wealth manager. Stonehage Fleming provides family office services and investment management across multiple jurisdictions including UK, Jersey, Guernsey, Isle of Man, Malta, Luxembourg, Liechtenstein, Switzerland, South Africa, Israel, and Mauritius.
• Stanhope Capital GroupcoreOthersAcquired as part of global expansion. Stanhope Capital provides investment advisory services with operations in France, Switzerland, and UK. Regulatory information documents reference Stanhope Capital SAS, Stanhope Capital (Switzerland) SA, and Stanhope Capital LLP.
• Geller (Multi-Family Office Business)minorOthersAcquisition expanding U.S. wealth management presence and deepening family office capabilities.
• H.M. PaysonminorOthersAcquired Maine's largest registered investment advisor, expanding presence in the Northeastern United States.
• Ensemble CapitalminorOthers$1.8-billion acquisition bolstering California presence.
• RootstockminorOthersUltra-high-net-worth Pittsburgh-based RIA with approximately $600 million in assets under management.
• Northeast Financial ConsultantsminorOthersConnecticut multi-family office with $4.5 billion in assets.
• Bristlecone AdvisorsminorOthers$2-billion multi-family office expanding Pacific Northwest presence.
• Bedrock GroupminorOthersGeneva-based acquisition continuing global expansion in European wealth management hub.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cambridge Associates: Global investment firm serving UHNW families, endowments, and foundations with investment advisory and OCIO services. Comparable in investment-led model and OCIO/outsourced CIO offerings.
• Glenmede: Independent, privately owned wealth management and investment firm focused on UHNW families and institutions. Comparable in fiduciary model, multi-family office positioning, and family governance services.
• Bessemer Trust: Privately held multi-family office serving UHNW families with comprehensive wealth management, investment, and family office services. Closest direct comparable to Corient in scope, structure, and client segment.
• Rockefeller Capital Management: UHNW-focused independent wealth manager with family office capabilities and multiple acquired affiliate brands. Competes head-to-head with Corient for UHNW relationships and similar multi-brand roll-up strategy.
• Wilmington Trust (M&T Bank Wealth): Multi-family office and wealth advisory firm with strong trust and fiduciary services. Comparable combination of investment management, trust services, and family office offering for UHNW clients.

Broad incumbents

• UBS Global Wealth Management: Largest global wealth manager with deep UHNW coverage across the same 15+ jurisdictions. Competes in family office services but operates under a bank holding company with full product set.
• J.P. Morgan Private Bank: One of the largest global private banks serving UHNW clients with banking, investment, lending, and wealth planning. Competes for the same UHNW segment but with broader balance-sheet capabilities.
• Goldman Sachs Private Wealth Management: UHNW-focused private wealth division of a global investment bank. Targets similar clients with investment management, lending, and planning, but backed by a full-service capital markets firm.

Emerging players

• Cresset Capital: Independent multi-family office serving UHNW clients with family office services and direct investing capabilities. Comparable client focus and family-centered model, though smaller in scale.

Regional players

• Geneva Management Group: Independent multi-family office serving UHNW families across Europe and emerging markets. Comparable in cross-jurisdictional family office services but with smaller AUM and Europe-centric footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/CorientPrivateWealth

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Corient Capital Partners, LLC