Corient

Corient’s U.S. platform launched in 2020 under CI Financial, initially assembling independent registered investment advisers into a more integrated wealth-management business. CI Private Wealth rebranded as Corient on August 1, 2023, unifying its legacy firms under one name and operating model.

The firm provides investment management, financial and wealth planning, tax and trust services, wealth transfer advice, and family-office support. Its clients are primarily high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and business owners.

Corient is especially differentiated by its private-partnership and fee-only fiduciary structure: it emphasizes collaboration across advisors and centralized specialist capabilities rather than leaving each acquired practice to operate entirely independently. Its strongest fit is for complex, multi-generational wealth requiring coordinated investment, tax, estate, governance, and administrative advice.