Effective Date: June 1, 2026
Corient is committed to protecting your privacy. This Website Privacy Notice (the “Privacy Notice”), together with our Terms of Use linked below, describes how we may process, collect, use, disclose, or retain Personal Data (as defined in the Categories of Personal Data We Collect About You section below) about individuals who interact with each website that links to this Privacy Notice (collectively, the “Website”) and the services available through the Website (collectively, the “Services”). This Privacy Notice also describes the rights you may have regarding our processing of your Personal Data under applicable law. While we may also collect and use Personal Data while providing financial services to our clients, this is carried out in accordance with our client agreements and professional responsibilities, and subject to other, client-specific privacy notices. Likewise, if you apply for employment with us, we may collect and use Personal Data through the online application process. Please refer to the applicable privacy notice for additional information regarding our privacy and information practices in connection with those activities.
Corient is responsible for your Personal Data. Corient comprises Corient Advisors LLC and any entity directly or indirectly controlled by Corient Global HoldCo Limited (collectively, “Corient,” “we,” “us,” or “our”). For purposes of applicable data protection law, such as the General Data Protection Regulation (EU) 2016/679 (the “GDPR”), your Personal Data will be controlled by the Corient entity that is providing Services to you or communicating to you. This Privacy Notice applies to all such entities.
By accessing the Website or using any of the Services, you acknowledge that your Personal Data will be handled as described in this Privacy Notice. Your use of the Website and Services, and any dispute over privacy, is subject to this Privacy Notice and the Terms of Use, including its applicable limitations of liability and the resolution of disputes where permitted by applicable law. The Corient Terms of Use, available at https://corient.com/us/en/terms-of-use, are incorporated by reference into this Privacy Notice.
Note to California Residents: This Privacy Notice describes how we collect, use, disclose, sell, share, and retain your Personal Data, and your rights and choices over our processing of your Personal Data. For additionalinformation relating to your rights and our processing of your Personal Data, please navigate to the Additional U.S. State Disclosures section below.
Note to European Economic Area, United Kingdom, or Switzerland Residents: Users based in the European Economic Area (EEA), the United Kingdom (UK) or Switzerland should read the Additional European Disclosures section below.
Table of Contents
Categories of Personal Data We Collect About You
How We Collect your Personal Data
How We Disclose the Personal Data We Collect
Our Use of Cookies and Related Technologies
Additional U.S. State Disclosures
Additional European Disclosures
Your Privacy Choices and Rights
Changes to This Privacy Notice
Categories of Personal Data We Collect About You
Depending on your interaction with us, we may collect the following categories of Personal Data about you directly from you, automatically through your use of the Website or Services, or from third parties (collectively, “Personal Data”):
Identifiers, such as your name, email address, telephone number, mailing address, IP address, device identifier, unique online identifier, or similar identifiers.
Protected classifications, such as your age, gender, marital status, nationality, and country of origin.
Financial information, such as your estimated level of investible assets or other details provided by you in connection with the Services.
Commercial information, such as records of services and resources obtained or considered, feedback you may provide, and the contents of your communications with us.
Professional or employment-related information provided by you in connection with the Services.
Audio, video, electronic or similar information, such as CCTV footage and photos captured in and around our offices.
Internet or other electronic network activity, such as your browser type and operating system; domain name of your Internet service provider, browsing history, clickstream data, search history on the Website, and information regarding your interaction with an internet website, mobile application, email, newsletter, or advertisement, including access logs and other activity information related to your use of the Website; the length of time you visit the Website; and the referring URL, or the website or application that led you to the Website.
Geolocation data, such as the approximate physical location of your device or network connection when you visited the Website.
Inferences, such as inferences drawn to create a profile reflecting your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, or aptitudes.
How We Collect your Personal Data
Information We Collect Directly From You. We collect Personal Data directly from you when you use the Website or Services. If you contact us, we may collect information such as your name, email address, zip code, your estimated level of investible assets, your preferences (such as the Services that you may be interested in), the contents of a message or attachments that you may send to us, and other information you choose to provide. We may also collect information directly from you when you register for a webinar or other event.
Information We Collect Automatically. We, and our third-party business partners, automatically collect Personal Data when you use the Website using cookies, pixel tags, clear GIFs, and similar technologies. This may include information such as your IP address and the types of Personal Data described above as “Internet or other electronic network activity.” For additional information, please review our section below on Our Use of Cookies and Related Technologies.
How We Use Your Personal Data
We may use each of the categories of your Personal Data described above for the following business purposes:
To provide the Services and fulfill your requests. We use your Personal Data to provide and maintain the Website and Services; to process and fulfill your requests, including preparing proposals for you; to communicate with you about your use of the Services; to respond to your inquiries; for other customer service and business administration purposes; and for any other purpose for which you provide us with your Personal Data under this Privacy Notice.
To improve the Website and Services. We use your Personal Data to understand and analyze how you use the Website and Services; to improve and enhance the Website and Services; to develop new services, offerings, features, and functionality; and to address any complaints or feedback you may have.
Identity and authentication purposes. We use your Personal Data for identification and authentication purposes. For example, when you enter your account login credentials to enter one of our registration or login portals, we use your login ID and password to authenticate your identity.
Personalization. We use your Personal Data to tailor the content and information that we may send or display to you; to offer location customization; to provide personalized offers, personalized help and instructions;and to otherwise personalize your experiences while using the Website and Services.
Marketing and promotional purposes. We may use your Personal Data to send you news and newsletters, webinar and event updates, and to communicate with you about products, services, and special promotions offered by us or our third-party business partners that may be of interest to you, in accordance with applicable law. We may also use your Personal Data to assist us in advertising our services on third-party websites and in other forums.
Conversational messaging. To the extent that you are located in the United States of America and have consented to receive conversational text messages from us, you may receive text messages from your advisor or other members of your service team related to Corient services, including appointment reminders, customer support, and service updates. We will not share mobile information, including opt-in data and consent, with third parties for marketing/promotional purposes. Messaging frequency will vary. Message and data rates may apply.
To comply with legal obligations. We may use your Personal Data where we believe necessary to comply with our legal and regulatory obligations, such as compliance with anti-money laundering laws; to seek advice on our rights and obligations, such as where we require our own legal advice; or to exercise or defend our rights or the rights of a third party, including complying with law enforcement or government authority requests and participating in compliance audits.
To protect us and others. We may use your Personal Data where we believe necessary to investigate, prevent, or take action regarding suspected or actual illegal activities, fraud, situations involving potential threats to the safety of any person or to otherwise enforce this Privacy Notice, the Terms of Use, or the integrity of the Website and Services.
Deidentified data. We may deidentify or anonymize your Personal Data in such a way that you may not reasonably be reidentified by us or another party, and we may use such deidentified data for any purpose permitted under applicable law. To the extent we deidentify data originally based on Personal Data, we will maintain and use such data in deidentified form and will not attempt to reidentify the data.
How We Disclose the Personal Data We Collect
We may disclose each of the categories of your Personal Data described above for our business purposes as follows:
Related entities. We may disclose the Personal Data we hold about you to our subsidiaries, affiliates, and related entities.
Service providers. We may disclose the Personal Data we hold about you to service providers, contractors, and agents who perform functions and business operations on our behalf, for the purposes set forth above. For example, we engage service providers to help us host and manage our events and webinars, verify your information, and with our advertising and marketing efforts.
Third parties. At your request, we may disclose your Personal Data to your financial advisor, your legal, accounting, and tax representatives, and to your financial institutions (including custodians and broker-dealers). We may also disclose the Personal Data we hold about you to our third-party business partners, such as our advertising and analytics partners. Please refer to our client-specific privacy notices for more information about our privacy and information practices in connection with those activities.
We may also disclose your Personal Data in the following circumstances:
Business Transfers. If (i) we or our affiliates are or may be acquired by, merged with, or invested in by another company, or (ii) if any of our assets are or may be transferred to another company, whether as part of a bankruptcy or insolvency proceeding or otherwise, we may transfer the Personal Data we have about you to the other company. As part of the business transfer process, we may disclose certain of your information to lenders, auditors, and third-party advisors, including attorneys and consultants.
In response to legal process. We may disclose your Personal Data where we believe necessary to comply with the law, a judicial proceeding, court order, or other legal process, such as in response to a subpoena.
To protect us and others. We disclose your Personal Data where we believe it is appropriate to do so to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety of any person, violations of the Terms of Use or this Privacy Notice, or as evidence in litigation in which we are involved.
Aggregate and deidentified information. We may disclose aggregate, anonymized, or deidentified information about you for any purpose permitted under applicable law.
Consent. We may disclose your Personal Data with your consent.
Our Use of Cookies and Related Technologies
We, and our third-party advertising and analytics partners, may use cookies and similar technologies to track information about your use of the Website and Services. We use this information to better understand, customize, and improve user experiences with the Website and Services, as well as for advertising purposes where permitted by applicable law. We may combine this information with other Personal Data we hold about you (and our third-party business partners may do so on our behalf) where permitted by applicable law. Where required by applicable law, non-essential cookies and similar technologies are used only with your prior consent.
Cookies. Cookies are small text files containing a string of alphanumeric characters. We may use both session and persistent cookies. A session cookie disappears after you close your browser. A persistent cookie remains after you close your browser and may be used by your browser on subsequent visits to the Website. We may use first-party cookies (used and managed by us) and third-party cookies (enabling services provided by third parties). Please review your browser’s “Help” file to learn the proper way to modify your cookie settings. You have the right to choose whether or not you accept cookies using our cookie banner on the Website. Please note that if you delete or choose not to accept cookies from the Website, you may not be able to utilize the features of the Website to their fullest potential. To learn more about cookies, visit http://www.allaboutcookies.org. Your browser settings may affect cookies stored through your browser, but they do not replace the choices made available through our cookie preference tool where consent is required by applicable law.
Clear GIFs, pixel tags, and other technologies. Clear GIFs are tiny graphics with a unique identifier, similar in function to cookies. In contrast to cookies, which are stored on your computer’s hard drive, clear GIFs are embedded invisibly on web and app pages. We may use clear GIFs (a.k.a. web beacons, web bugs, or pixel tags) to, among other things, track the activities of Website visitors, help us manage content, and compile statistics about Website usage. A clear GIF can collect information such as: the IP address of the computer that downloaded the page on which the tag appears; the URL of the page on which the pixel tag appears; the time the page containing the pixel tag was viewed; the browser type and language; the device type; geographic location; and, the identification number of any cookie on the computer previously placed by that server. We and our third-party business partners may also use clear GIFs in HTML emails to our customers, to help us track email response rates, identify when our emails are viewed, and track whether our emails are forwarded.
Analytics. We may use third-party analytics tools, such as Google Analytics, to help us understand user behavior on the Website. You can learn about Google’s practices by going to www.google.com/policies/privacy/partners/, and opt-out of them by downloading the Google Analytics opt-out browser add-on, available at https://tools.google.com/dlpage/gaoptout.
Interest-based advertising. In certain instances, we may set tracking tools (e.g., cookies, clear GIFs) provided by third-party advertising partners to collect information regarding your activities on the Website (e.g., your IP address, page(s) visited, time of day) for advertising purposes. Subject to applicable law, we may also share such information with third party advertising partners. These advertising partners may use this information (and similar information collected from other websites) for purposes of delivering targeted advertisements to you when you visit unaffiliated websites within their networks. This practice is commonly referred to as "interest-based advertising" or "online behavioral advertising." If you do not want interest-based advertising, you may be able to opt-out by visiting www.networkadvertising.org/managing/opt_out.asp and www.aboutads.info/choices/.
Do Not Track (DNT). Currently, our systems do not recognize browser “do-not-track” requests. You may, however, disable certain tracking as discussed in this section (e.g., by disabling cookies). You may also be able to opt-out of certain targeted advertising by following the instructions set forth in the “Interest-based advertising” section above.
Additional U.S. State Disclosures
You may have certain rights regarding our processing of your Personal Data under applicable U.S. state laws. If our processing of your Personal Data is governed by such laws, this section provides you with additional information regarding our processing of your Personal Data under those laws.
For U.S. residents, we may “sell” your Personal Data or “share” your Personal Data for cross-contextual behavioral advertising (as those terms are defined under applicable US law). We do not use and disclose your sensitive Personal Data for purposes other than permitted under applicable law. Below is a chart that describes the categories of third parties to whom we may disclose, “sell,” or “share” for cross-contextual behavioral advertising, each category of your Personal Data for the business purposes described above.
Category of Personal Data | Categories of third parties to whom we may disclose Personal Data for a business purpose | Categories of third parties to whom we may “sell” or “share” Personal Data |
| Identifiers |
| Advertising networks and data analytics providers (such as through the use of common website cookies) |
| Financial information |
| Not applicable |
| Commercial information |
| Not applicable |
| Professional or employment-related information |
| Not applicable |
| Internet or other electronic network activity |
| Advertising networks and data analytics providers (such as through the use of common website cookies) |
| Geolocation data |
| Not applicable |
| Inferences |
| Advertising networks and data analytics providers (such as through the use of common website cookies) |
Additional European Disclosures
In certain jurisdictions, including the EEA, we are required to have a legal basis to process your Personal Data. The table below provides you with information about the purposes for which we process your Personal Data and the legal basis on which it is processed.
| Category of Personal Data | Purpose of Processing | Legal Basis |
| Providing the Website and Services | Contractual obligation
Legitimate interest in advertising the Services |
| Improving the Website and Services | Legitimate interest in providing the Website and Services |
| Communication with you | Legitimate interest in communicating with you about the Website and Services |
| Identification and authentication | Legal obligation
Legitimate interest in securing the Website and Services |
| Personalization | Legitimate interest in providing a personalized Website experience or Services to you |
| Marketing and promotion | Legitimate interest in marketing and promoting the Website and Services or, where required by law, your consent |
| Messaging | Consent |
| Any category of Personal Data we hold about you | Legal and regulatory obligations | Legal obligation |
| Any category of Personal Data we hold about you | Crime detection and fraud prevention | Legitimate interest in protecting our business and customers |
| Any category of Personal Data we hold about you | Anonymization | Legitimate interest in protecting your Personal Data and analyzing it for business purposes |
| Staff training | Legitimate interest in improving our business |
| Audio, video, electronic or similar information | Monitoring and maintaining records of communications with you | Legal obligation
Legitimate interest in ensuring the quality of our customer service |
| Audio, video, electronic or similar information | Securing our buildings | Legitimate interest in protecting the safety of our customers and staff |
| Protected classifications | Selection of appropriate services | Legitimate interest in tailoring the Services to your needs |
Data Transfers
Corient is a global business. We may transfer your Personal Data to other countries which may not have the same data protection laws as the country in which you initially provided the information, but we will protect your Personal Data in accordance with this Privacy Notice, or as otherwise disclosed to you.
We comply with applicable legal requirements when transferring Personal Data to countries other than the country where you are located. If you are located in the EEA, the UK, or Switzerland, we will transfer your Personal Data in accordance with adequacy decisions, standard contractual clauses, and other data transfer mechanisms.
Data Retention
Your Personal Data will be held for only so long as it is necessary for the purpose(s) for which it was originally collected, and in accordance with applicable law. We will retain your Personal Data for the period necessary to fulfill the purposes outlined in this Privacy Notice and for any additional period required under applicable law. When assessing retention periods, we first examine whether it is necessary to retain the Personal Data collected and, if retention is required, work to retain the Personal Data for the shortest possible period permissible under applicable law. The factors we will consider when deciding how long we will keep your Personal Data are fulfilling the purpose(s) for which it was originally collected, maintaining the security and function of the Website, and our legal obligations, such as financial regulatory obligations, dealing with any complaints, defending legal claims, and maintaining business records for analysis and/or audit purposes. After we no longer need the information in identifiable form, we will either delete it or de-identify it so that it is not reasonably possible to identify you as the subject of such information, except where legally required to do otherwise.
Your Privacy Choices and Rights
Depending on the jurisdiction in which you are located, you may have the following rights under applicable law:
Right to be informed that Personal Data about you is being processed and collected;
Right to request access to and a copy of your Personal Data and information relating to how it is processed, including data in a machine readable electronic format for transmission to a third party;
Right to request deletion of your Personal Data;
Right to request the correction or update of the Personal Data we hold about you;
Right to lodge a complaint before the applicable data protection authority or directly to us, or institute civil proceedings where permitted by applicable law;
Right to restrict or object to our use of your Personal Data;
Right to withdraw consent where previously provided;
Right to be informed of data breaches involving your Personal Data, where required by applicable law;
Right to opt-out of “sales” of your Personal Data and “sharing” of your Personal Data for cross-contextual behavioral advertising purposes (as these terms are defined under applicable law)
Right to opt-out of targeted advertising, transfer of Personal Data to third parties for marketing purposes, or direct marketing activities;
Right to opt-out of certain profiling activities, including certain automated decision making activities;
Right to not be unlawfully discriminated against for exercising your rights.
These rights may be limited or denied in some circumstances. For example, we may retain your Personal Data where required or permitted under applicable law.
Submitting Requests. To exercise your rights under applicable law, or if you are an authorized agent submitting a request on behalf of a consumer under applicable law, you may contact us through the contact details provided in the Contact Us section of this Privacy Notice. You or your authorized agent may be asked to provide information such as your name, email address, postal address, or telephone number to verify your identity. Authorized agents must also provide a copy of the consumer’s signed permission authorizing the agent to submit requests on the consumer’s behalf.
You may also opt-out of our “sale” or “sharing” of your Personal Data as defined under applicable law through privacy preference signals recognized under applicable law, such as the Global Privacy Control (GPC), but please note that this signal will be linked to your browser only. GPC is not supported by all browsers. For additional information on the GPC and how to use browser and browser extension tools that incorporate the GPC signal, please see: https://globalprivacycontrol.org/. Additionally, you may contact us at privacy@corient.com to opt out of any sale or sharing of your Personal Data.
Appeals. You may have a right to appeal a decision we make relating to requests to exercise your rights under applicable law. To appeal a decision, please contact us at privacy@corient.com.
Marketing Communications
We may send periodic promotional emails to you. You may opt-out of promotional emails by following the opt-out instructions contained in the email. Subject to applicable law, it may take up to 10 business days for us to process opt-out requests. If you opt-out of receiving promotional emails, we may still send you emails about any Services you have requested or received from us.
Security Of My Personal Data
We implement physical, technical, and organizational security measures designed to safeguard Personal Data. These measures are aimed at protecting the Personal Data we hold from loss, misuse, and unauthorized access, disclosure, alteration, and destruction. Please be aware that despite our efforts, no data security measures can guarantee security.
Third-Party Links
The Website and Services may contain links to third-party websites and applications. Any access to and use of such linked websites and applications is not governed by this Privacy Notice but is instead governed by the privacy policies of those third-party websites and applications. We are not responsible for the information practices of such third-party websites and applications. We encourage you to review the privacy policies of any third-party websites and applications that you choose to visit.
Children
The Website is not designed for children under the age of 13. If we discover that a child under the age of 13 has provided us with Personal Data through the Website, we will delete such information from our systems. We do not knowingly “sell” or “share” the Personal Data of children under the age of majority.
Contact Us
We welcome your inquiries and comments. You can email the Corient Privacy Office at privacy@corient.com. You may also submit a request to exercise your rights to your Personal Data by emailing us at privacy@corient.com. California residents can also submit requests toll-free by calling us at (888) 234-7514.
If you have any questions, comments, or complaints about this Privacy Notice or our privacy practices, or would like to update your privacy preferences, please email us at privacy@corient.com or write to us at:
Corient Privacy Office
830 Brickell Plaza,
Suite 4800
Miami, FL 33131
United States of America
Changes to This Privacy Notice
This Privacy Notice is current as of the Effective Date set forth above. We may change this Privacy Notice from time to time, so please be sure to check back periodically. We will post any changes to this Privacy Notice on the Website. If we make any changes to this Privacy Notice that materially affect our practices with regard to the Personal Data we hold about you, we will provide notice as required by applicable law. Where applicable law does not require advance notice, such changes may be effective without prior notice, including by posting the updated Privacy Notice on the Website.
