Corient Holdings Inc. (“Corient” or “the firm”) is the holding company of registered investment advisors (“RIAs”) Corient Private Wealth LLC and Segall Bryant & Hamill, LLC, with a national presence and over $224 billion in client assets. Differentiating itself from other wealth managers, Corient offers an integrated professional services partnership to its over 280 partners and 1,430 employees to serve over 10,000 high and ultra-high net worth clients. Formerly CI Private Wealth, the firm rebranded in August 2023, adopting the Corient name to embody its “client-oriented” core focus.
Corient’s product suite includes comprehensive wealth planning, custom built investment portfolios, and family office services, including tax management, trust services, and personal CFO, as well as complementary products/services. Included in this segment are strategic investments in GLASfunds, a turnkey alternative investment platform and alternative asset management…
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