​Corient Private Wealth is a fiduciary, fee-only wealth management firm headquartered in Miami, Florida, managing over $177 billion in client assets as of December 31, 2024 . Established in 2022, Corient offers comprehensive services including wealth planning, investment management, and family office solutions tailored to high-net-worth and ultra-high-net-worth individuals, families, and businesses . Their offerings encompass tax services, trust services, personal CFO services, lending solutions, and private aviation . The firm serves a diverse clientele, including attorneys, business owners, corporate executives, healthcare professionals, and entertainers . Corient’s approach combines the personalized service of a boutique firm with the extensive resources of a large organization, aiming to simplify clients’ financial lives and help establish lasting legacies.​