Corient

Corient is a leading wealth management firm serving ultra-high-net-worth individuals, families, and family offices with comprehensive, client-centric financial planning, investment management, tax, estate planning, and family office services across the United States. Formerly known as CI Private Wealth (the rebranded combination of CI Financial's U.S. wealth management acquisitions), Corient has grown rapidly through strategic acquisitions of leading independent registered investment advisory firms to become one of the largest and most comprehensive wealth management organizations serving the ultra-high-net-worth market in the United States. According to its website at corient.com, the firm manages over $100 billion in client assets and provides personalized, comprehensive financial guidance to clients with complex financial needs across its national network of offices.

Corient's wealth management approach, described at corient.com, integrates investment management, financial planning, tax advisory, estate and succession planning, philanthropic advisory, and concierge family office services into a comprehensive, holistic wealth management relationship designed to serve the multi-generational needs of wealthy families. The firm's investment management philosophy combines active management, evidence-based factor investing, and strategic alternative investment exposure into customized portfolio strategies tailored to each client's unique risk tolerance, time horizon, liquidity needs, tax circumstances, and long-term financial objectives. Corient's scale as a national firm provides clients with access to institutional investment opportunities, specialized expertise, and operational capabilities — including sophisticated tax management, alternative investment sourcing, and family office infrastructure — that would be difficult to replicate with a smaller advisory firm.

Corient's rapid growth through acquisitions has assembled a network of some of the most respected independent advisory firms in the United States, preserving the local client relationships and advisor talent that define each acquired firm's culture while providing them with the resources, technology, and institutional capabilities of a large, national organization. According to corient.com, this combination of local expertise and national scale is central to the Corient value proposition, enabling the firm to deliver highly personalized client experiences backed by institutional-quality investment and planning capabilities. Corient's combination of ultra-high-net-worth focus, comprehensive service platform, national scale, and fast-growing client asset base positions it as one of the most consequential emerging players in the U.S. wealth management industry.