Articles from Corient

Corient, the largest and fastest-growing wealth management firm in the U.S., today announced plans to expand into Canada – bringing its distinctive partnership model and full suite of integrated wealth and family office services to the country. With this expansion, Corient will become the largest non-bank wealth manager and largest multi-family office focused on ultra-high-net-worth individuals and families in North America. The business will launch in June 2026 under the Corient brand, subject to regulatory approvals.

Corient, the nation’s largest and fastest-growing wealth advisor focused on ultra-high and high-net-worth investors, today announced the acquisition of the business of Palo Alto Wealth Advisors, a Palo Alto, California-based registered investment advisor with $766.7 million in assets under management.

Corient, one of the nation’s largest and fastest-growing national wealth management firms, today announced it has acquired Breed’s Hill Capital, a Boston-based multi-family office with approximately $3.5 billion in assets under management. The transaction expands Corient’s presence in New England and enhances its ability to deliver personalized, fiduciary wealth management services to ultra-high-net-worth individuals, families and institutions across the region.

Corient, one of the largest and fastest-growing national wealth advisors in the U.S., today announced the addition of Stonehage Fleming, one of the world’s leading independently owned multi-family offices, and Stanhope Capital Group (“Stanhope Capital”), one of Europe’s largest independent wealth management and advisory firms.