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Insights
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Insights
- If You Just Won the Lottery, Avoid These 4 Mistakes
- Canadians: Think You’re Safe from U.S. Estate Tax? Think Again.
- Foundation or Donor-Advised Fund: Which Suits You Better?
- Investing with Intention: The Rise of Philanthropic Impact
- Kids and Money: Navigating Wealth Opportunities and Risks
- What Is a Family Office – And Do I Need One?
- Which Family Office Structure May Be Right for You?
- The Foundation of Effective Investment Management
- Should You Build or Outsource Your Family Office?
- The Art of Collecting: From Personal Passion to Family Legacy
- Modern Strategies to Level Up Your Health and Wellness
- The Value of Financial Advice for Your Investment Needs
- Ready to Discuss Health and Wealth with the Next Generation?
- Intentional Financial Mentoring for the Next Generation
- The Governance Gap: Why Wealthy Families Should Consider a Constitution
- Beyond the Family Office: The Growing Need for More Integrated Wealth Management
- 5 Steps To Make Your Divorce Less Painful
- Tension and Opportunity: Investing Across Generations in the Age of AI
- Make a Difference with the Power of Philanthropy
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Case Studies
- Working with a family dividing assets and investment portfolios across multiple generations
- Establishing an investment portfolio with globetrotting couple after move to United Kingdom
- Helping a UK entrepreneur with management of investment portfolio and wealth planning
- Working with successful retirees to achieve their Mediterranean dream
- Helping a third-generation Canadian business-owning family implement formal governance structures
- Tech entrepreneur relocating to Italy
- Successful entrepreneur diversifying asset portfolio
- Preparing the next generation to handle complex investment issues
- How we helped a family move from Canada to the U.S.
- Working with a busy fund manager to set up a private office in the U.S.
- Supporting a Canadian business owner relocating from Geneva to the U.S.
- Helping a successful UK-based entrepreneur plan for retirement in the U.S.
- Helping an Egyptian pharmaceutical family through succession and restructuring
- Supporting a Bahraini shipping family following a major liquidity event
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Global News
- Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
- Corient to Acquire H.M. Payson, Maine's Largest Registered Investment Advisor
- Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence
- Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management
- Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team
- Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group, Creating $430-Billion Independent Ultra-High-Net-Worth Wealth Manager
- Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families
- Corient Adds Northeast Financial Consultants, a Connecticut Multi-Family Office with $4.5 billion in Assets
- Corient Adds Bristlecone Advisors, Expanding Pacific Northwest Presence with $2-Billion Multi-Family Office
- Corient Strengthens West Coast Presence with the Addition of Palo Alto Advisory Business
- Corient Announces Acquisition of Vivaldi Capital Management
- Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
- Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
- Corient Enters the Canadian Market, Continuing its Global Expansion
- Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion
- Corient Accelerates European Growth With the Addition of Letus Private Office
- Corient Continues to Expand in New York with Addition of Seven Bridges Advisors
- Corient Expands to Cayman Islands with Acquisition of FortCay Family Office Advisory
- Corient Welcomes Summit Trail Advisors, Deepening its Ultra-High-Net-Worth Leadership with a Premier National RIA
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