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Corient
Corient is the world’s largest non-bank wealth manager and multi-family office, focused on ultra-high-net-worth and high-net-worth individuals, families, and...
Corient
Corient is the world’s largest non-bank wealth manager and multi-family office, focused on ultra-high-net-worth and high-net-worth individuals, families, and businesses. Operating as a fee-only fiduciary under a distinctive private partnership model with more than 300 equity partners, the firm delivers integrated wealth management, investment advisory, family office solutions, tax, estate, and related services. Clients gain access to the full resources of the firm rather than a single advisor, with one global P&L designed to foster collaboration and align interests by avoiding commissions and revenue sharing (per official website). Headquartered in Miami, Corient maintains a global footprint across the United States, Canada, Europe, Africa, and Asia following organic growth and acquisitions. Established in 2020, it has scaled rapidly through a series of RIA and multi-family office transactions. As of June 1, 2026, Corient reports approximately $508 billion in client assets reflecting the aggregate of Corient Global HoldCo Limited (per official website and June 1, 2026 press release). U.S. advisory services are provided through Corient Private Wealth LLC (SEC-registered RIA, CRD 319448) and affiliates. The firm emphasizes client-first fiduciary standards, comprehensive planning, and multi-generational wealth solutions.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
$508B (as of June 1, 2026)
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Kurt MacAlpine
Partner, Chief Executive Officer
Leonard L.C. Gullan
Partner, Chief Operating Officer
Francisco Tobias
Partner, Chief Financial Officer
Julie Silcox
Partner, Chief Marketing Officer
Manisha Burman
Partner, Chief Human Resource Officer
Andrew Holmberg
Partner, Chief Solutions Officer
Sector focus
Frequently asked questions
What is Corient’s primary business focus?
Corient is a fee-only multi-family office and wealth manager serving ultra-high-net-worth and high-net-worth clients with integrated investment management, wealth strategy, family office, tax, and estate services under a private partnership model.
What is Corient’s most recently disclosed AUM or client assets figure?
Approximately $508 billion in client assets as of June 1, 2026, reflecting the aggregate assets of Corient Global HoldCo Limited (per official website).
Where is Corient headquartered?
Miami, Florida, United States (830 Brickell Plaza, Suite 4800), with a global network of offices.
Who leads Corient?
Kurt MacAlpine serves as Partner and Chief Executive Officer; the executive leadership team of Corient Global HoldCo Limited also includes Leonard L.C. Gullan (COO), Francisco Tobias (CFO), and other named partners.
Is Corient a registered investment adviser?
Yes. U.S. advisory services are offered through Corient Private Wealth LLC, an SEC-registered investment adviser (CRD #319448), and affiliates such as Corient IA LLC.
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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