Corient

If your company does not have AI in its name, you may be run over by the current valuation roller coaster. Head of Corient Founders & Entrepreneurs Group, Adam Katz, explains how to enjoy the ride, whether you’re on the coaster or under it. https://ow.ly/F2Aw50Z7feo

We are thrilled to share that the previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group have been successfully completed. With this milestone, Corient is now the world’s largest non-bank wealth manager and multi-family office with over 300 partners managing more than US$500 billion globally on behalf of ultra-high- and high-net-worth individuals, families and businesses.

We are excited to welcome a deep bench of talent to Corient as we continue building a truly global firm defined by partnership, collaboration and an unwavering commitment to client excellence, worldwide.

Read the full press release here: https://corient.com/us/en/global-news/Corient-Completes-Acquisitions-of-Stonehage-Fleming-and-Stanhope-Capital-Group--Global-Assets-Surpass-US-500-Billion

Whether you’re selling a or looking to buy one, you should protect your interests from risks associated with current and future . Learn how representations and warranties insurance can offer the coverage you need.
https://ow.ly/oICa50Z4kBI

This Memorial Day, we pause to honor the American men and women who dedicated their lives to our country. Their service and sacrifice are the foundation of our country, communities, futures, and freedoms. From everyone at Corient, we extend our gratitude to those heroes and their families.

Tax filing season may feel like the end of the process, but it can also be the start of smarter planning for next year. Here are five steps to consider as the One, Big, Beautiful Bill Act changes what tax planning may be worth doing now. https://ow.ly/IvLr50Z1Lgr

Financial confidence starts with clarity. From defining your values to setting goals, knowing your net worth, and building an , here are five practical steps professional women can take to gain more control over their lives. https://ow.ly/nyX050YZ6xO

We're thrilled to announce that Capital Advisors, Inc., a leading in the Oklahoma and Texas markets with nearly $8B in assets, will join Corient. This addition will provide us with our first office in Oklahoma, and significantly expand our presence in the U.S. Southwest. Read the full press release here: https://corient.com/us/en/news/Corient-Announces-Acquisition-of-Capital-Advisors-Expanding-its-Presence-in-the-US-Southwest

Investment management alone does not determine success. Comprehensive
financial planning provides the framework that aligns goals, risk, tax, and long-term into a cohesive strategy. Here’s why planning must come first. https://ow.ly/XbJB50YYqAb

Business owners know that taxes are simply part of doing business. But when the time comes to sell their company and a big profit is likely, the capital gains tax might be substantial. Enhanced direct indexing could help cut their tax bill. https://corient.com/us/en/insights/articles/enhanced-direct-indexing-for-business-owners