Corient

Corient is a fee-only wealth management firm serving ultra-high-net-worth and higher-net-worth individuals and families. Its partnership model is designed to reduce conflicts, encourage collaboration, and bring the firm’s resources to clients through a unified team of more than 300 partners. Corient describes its approach as putting clients’ best interests first, simplifying financial complexity, and helping families build lasting legacies.

Its services span investment management, wealth strategy, and family office support. Investment management includes alternative investments, while wealth strategy covers financial planning, wealth transfer, global fiduciary services, and family governance and succession. Family office services include family engagement, personal CFO support, private aviation, family office structuring, tax services, art management, philanthropy planning, lending, and real estate. Corient also provides insights and global news, and clients can connect with a wealth advisor or access their accounts through a client portal. The firm operates across multiple regions, with local websites and support options available in countries including the United States, Canada, the United Kingdom, and Switzerland.