Corient

Office address: 830 Brickell Plaza Suite 4800, Miami, FL 33131
Website: corient.com
Year established: 2020
Company type: financial services
Employees: 1,400+
Expertise: wealth management, investment management, tax planning, estate planning, family office services, trust services, financial planning, charitable planning, risk management, private wealth advisory
Parent company: CI Financial
Key people: Kurt MacAlpine (CEO), Leonard Gullan (COO), Matt Krauss (CIO), Andrew Holmberg (Chief Solutions Officer), Francisco Tobias (CFO), Julie Silcox (CMO), Manisha Burman (CHRO)
Financing status: corporate-backed

Corient is a Miami-based fee-only fiduciary wealth management firm. The company oversees $224 billion in client assets and employs more than 1,400 professionals as of December 31, 2025. It works with ultra-high and high-net-worth individuals, families, athletes, and business owners across the US.

History of Corient

Corient traces its roots to 2020 when CI Financial, a Canadian asset management firm, first entered the US wealth advisory space. CI Financial grew its US business fast by acquiring independent advisory firms across the nation.

Strong organic growth also helped the platform build out its client base. The US arm became one of the fastest-growing RIA platforms under the CI Private Wealth brand.

A new name takes shape

The firm took a major step forward in 2023 with a complete rebrand. CI Private Wealth changed its name to Corient, a word derived from “client oriented.”

The company dropped co-branding with its legacy firm names to create one unified identity. It also launched its own tax practice and trust company to serve clients with complex needs.

Going global under new ownership

It gained new backing in 2025 when Mubadala Investment Company acquired its parent company CI Financial. Weeks later, the firm allied with Stonehage Fleming and Stanhope Capital Group, two European wealth managers.

These partnerships added over $214 billion in client assets and pushed total AUA to $430 billion. The deals also extended the firm’s reach into Europe, the Middle East, and Africa.

Corient’s expansion across the Northeast

The company also made moves closer to home in the US during the same busy month. It acquired Northeast Financial Consultants, a multi-family office from Connecticut. This deal marked its first location in Connecticut and grew its footprint across New England.

Corient’s products and services

The firm offers fee-only wealth management and family office solutions built for ultra-high and high-net-worth clients:

Wealth planning

• financial independence projections: cash-flow analysis for long-term financial goals
• risk management: strategies to protect assets from market swings
• tax planning: approaches to reduce overall tax liabilities
• charitable planning: support for philanthropic goals and giving
• estate planning: guidance for wealth transfer across generations
• education planning: funding strategies for future education costs

Investment management

• strategic asset allocation: portfolio design based on client goals
• customized portfolios: tailored investments built for each client
• tax optimization: strategies to lower tax impact on returns
• ongoing monitoring: regular reviews and portfolio adjustments

Family office services

• tax services: planning, preparation, and ongoing tax management
• trust services: trustee support through Corient Trust Company
• personal CFO: financial management, reporting, and bill pay
• lending solutions: debt financing across various loan types
• private aviation: preferential pricing on jet cards and charters
• family office structuring: custom family office design and setup

Corient also has dedicated groups for athletes, entertainers, and private fund professionals. The firm serves foundations, endowments, business owners, and LGBTQIA+ individuals and families.

Culture and corporate values

Corient says it invests in mentorship and employee growth. The firm values contributions and offers work that matters. It also values:

1. client focus
2. integrity
3. collaboration
4. innovation
5. excellence
6. inclusivity

The firm also states that it seeks to help its employees excel and reach their career goals. To uphold this, employee benefits include:

• full life benefits: volunteer day and generous maternity and paternity leave
• traditional benefits: 401(k) with Safe Harbor Match, medical, dental, vision, disability, and life insurance
• professional development: annual conferences, certifications, and coaching for career growth
• employee assistance: FSA, HSA, EAP, and incentive compensation plan

Corient says it aims to create a supportive work environment. It focuses on helping employees build lasting careers.

About CEO Kurt MacAlpine and key people

Kurt MacAlpine serves as a partner and CEO of the company, while leading CI Financial as CEO and director. He previously worked as EVP at WisdomTree Asset Management and as a partner at McKinsey & Company. MacAlpine earned a Bachelor of Commerce from Saint Mary’s University and an MBA from Queen’s University.

MacAlpine is joined by a leadership team of experienced executives at Corient:

• Leonard L.C. Gullan serves as COO, overseeing the firm’s daily operations and business strategy
• Matt Krauss is CIO, leading investment strategy and portfolio management for clients
• Andrew Holmberg works as chief solutions officer, developing client solutions and service offerings across the company
• Francisco Tobias serves as CFO, managing the firm’s finances and overall financial planning
• Julie Silcox is chief marketing officer, leading marketing efforts and brand strategy for Corient
• Manisha Burman works as CHRO, overseeing human resources and talent management

This leadership team operates under Corient’s private partnership model. Together, they help clients protect assets, simplify finances, and build lasting legacies.

The future at Corient

In 2025, the company acquired Bristlecone Advisors, a Bellevue-based multi-family office with $2 billion in assets. The deal grew Corient’s footprint in the Pacific Northwest and added family office services for wealthy clients. This move supports the firm’s growth strategy as CEO Kurt MacAlpine eyes a potential IPO.

It also carried that momentum into 2026 with Corient’s addition of Palo Alto Wealth Advisors. The California-based firm brought $767 million in assets and access to technology executives and entrepreneurs. The deal puts Corient closer to becoming a coast-to-coast advisory platform.

The latest Corient news