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CI Private Wealth
CI Private Wealth is a multi-family office headquartered in Toronto. The firm serves affluent families with wealth management, investment advisory, and...
CI Private Wealth
CI Private Wealth is a multi-family office headquartered in Toronto. The firm serves affluent families with wealth management, investment advisory, and financial planning services. Its team addresses complex financial needs including succession planning, tax optimization, and philanthropy and integrates solutions across asset classes to support capital preservation, generational transitions, and long-term objectives.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Kansas City
Principals
Keith Thomson
Co-founder and Managing Director
Kurt MacAlpine
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at CI Private Wealth?
Keith Thomson acts as co-founder and managing director. Kurt MacAlpine serves as CEO of the broader Corient platform that includes CI Private Wealth.
Does CI Private Wealth participate in fund commitments or only direct deals?
The firm uses both fund-of-funds vehicles and direct ownership in registered investment advisers. Confirmed holdings include Brightworth and RGT Wealth Advisors.
How is CI Private Wealth related to CI Financial Corp.?
CI Private Wealth operates as a division of CI Private Counsel LP under the CI Financial umbrella. Mubadala Capital acquired CI Financial in a take-private transaction completed in August 2025.
Where does the underlying wealth come from?
No single family wealth origin is disclosed. The firm serves multiple affluent families through its multi-family office structure.
What investment stages does CI Private Wealth typically target?
The firm focuses on established wealth-management platforms and alternative-asset strategies rather than early-stage venture.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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