Corient

Corient 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.

A Canadian  , Geneva resident and   moving to the United States needed help restructuring her   business, personal inter...
08/28/2026

A Canadian , Geneva resident and moving to the United States needed help restructuring her business, personal interests and art collection to minimize and maximize her and . Learn more. https://ow.ly/6KAy50ZGCup

08/26/2026

may already be an important part of your life, but are you having the desired impact on the causes that matter most to you? Lesley Draper, Corient Partner, explains how we can help clients magnify and multiply the efficiency, amount and impact of their gifts.

08/25/2026

Learn how investments may deepen , enhance return potential, and provide access to and investment opportunities that are difficult to replicate through traditional stocks and bonds. https://ow.ly/qnBm50ZFotJ

Learn how alternative investments may enhance performance potential, and provide access to opportunities that are difficult to replicate through traditional stocks and bonds.

A successful US fund manager with children studying abroad and in New York was looking for a family office to take over ...
08/20/2026

A successful US fund manager with children studying abroad and in New York was looking for a family office to take over every aspect of adviser coordination and wealth and investment management. Discover our approach. https://ow.ly/kUom50ZBXKY

Private equity, real estate, venture capital, hedge funds, private credit, and commodities are all examples of alternati...
08/18/2026

Private equity, real estate, venture capital, hedge funds, private credit, and commodities are all examples of alternative investments. Learn why institutional investors have invested in them and how they can complement a traditional portfolio.
https://ow.ly/AEVC50ZB6I6

A   family with members in the Middle East and Canada was looking to relocate to the United States and needed help simpl...
08/13/2026

A family with members in the Middle East and Canada was looking to relocate to the United States and needed help simplifying the complexities involved with their international wealth footprint and structures. Discover more. https://ow.ly/Tt6650ZzyCC

From ongoing tensions in the Middle East, to volatile oil prices and challenging markets, the first six months of 2026 t...
08/11/2026

From ongoing tensions in the Middle East, to volatile oil prices and challenging markets, the first six months of 2026 tested . What could we see in the months to come for , and ? Read our market outlook. https://ow.ly/1Euw50ZyHNN

We're thrilled to welcome Summit Trail Advisors, a New-York based firm with $21B in assets, to Corient This transaction ...
08/05/2026

We're thrilled to welcome Summit Trail Advisors, a New-York based firm with $21B in assets, to Corient This transaction will deepen our ultra-high-net-worth leadership and extend our expertise in serving clients across the country. Read the full press release here. https://ow.ly/gFG350ZwAEm

A long-standing client family with a UK-based apparel business wanted to ensure the   was ready to steward not only the ...
08/04/2026

A long-standing client family with a UK-based apparel business wanted to ensure the was ready to steward not only the firm, but also the family’s wealth, values and ongoing . Discover the approach to and . https://ow.ly/Bkri50Zwm4L

07/29/2026

Athletes understand the importance of working as a team on and off the field. So does Corient Matt Cassano, explains how partners around the world share expertise and experience to manage your wealth, so you can stay focused on your performance.

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