Corient

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Corient is one of the largest integrated fee-only RIAs in the United States. Full legal disclosures: https://www.corient.com/privacy-policy

Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. And our unique partnership model is designed to foster professional collaboration to deliver the highest level of client excellence. As fiduciaries, we always put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.

10/08/2026

Executives balancing careers and families may overlook finances. Corient Partner, Lisa Brown, explains how we can take a deep dive into your compensation and benefits plans to help ensure you are maximizing all of your building opportunities.

10/07/2026

As an executive holding stock grants at a private company, you could gain generational if the firm goes the route. , and planning can turn complex, so it pays to know what actions to take. We explore the process. https://ow.ly/4x8L50ZVFW6

10/06/2026

wealth transfer used to focus almost exclusively on efficiency and maximizing asset value. Now, parents also care about ensuring their kids are mentally and emotionally ready to inherit. We explore potential challenges ahead. https://ow.ly/bZNm50ZVbSi

09/30/2026

A successful tech was relocating to Italy to align lifestyle priorities with long-term financial and cross-border financial and . He needed help managing the short-term logistics and the long-term wealth needs of his family. Learn more.

https://ow.ly/8Hr550ZTh81

09/29/2026

can be challenging for anyone, but it’s even more complicated for the ultra-wealthy. From choosing the right strategy to achieving efficiency and keeping emotions in check, an adviser can add meaningful value for their clients. https://ow.ly/Xn2O50ZSSUs

09/23/2026

We're thrilled to welcome FortCay Family Office Advisory Family Advisory, a Cayman Island based firm with $2.6B in assets, to Corient. This addition will further strengthen our leadership in serving ultra-high-net-worth clients while expanding our presence and expertise in the Cayman Islands. Read the full press release here. https://ow.ly/x2mK50ZQLcu

09/17/2026

Corient Partner, John Schuman, explains that while retirement and other major life events may be new to you, we have helped guide clients through them numerous times. Together, we bring our expertise to you.

09/16/2026

Discover the approach taken to help a successful Canadian couple handle every aspect of retiring to the Mediterranean from multijurisdictional concerns and residential visas to property purchases and wealth transfer. https://corient.com/us/en/insights/case-studies/working-with-successful-retirees-to-achieve-their-mediterranean-

09/11/2026

Today and every day, we continue to honor the innocent who lost their lives, the heroes who gave their lives, and the indomitable spirit of America.

09/09/2026

When a family wanted to navigate the sale of a valuable family business held in trust and ultimately take a more active approach to investing, who did they turn to, and what considerations were involved in the outcome? Find out here. https://ow.ly/VVOJ50ZLFqZ

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Miami, FL

Website

http://corient.com/

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