This article was written as part of our research process for the list of the top US multi family offices. Corient is a leading entry in of our US multi family office directory.
Upon request via contact [at] familyofficehub.io, you can receive a free preview file of the list.
Corient, a leading national wealth advisory firm, has solidified its position as a powerhouse in the U.S. wealth management sector with its latest acquisition of Geller MFO, a renowned New York-based multi-family office managing $10.4 billion in assets. This strategic move further strengthens Corient’s foothold in the ultra-high-net-worth (UHNW) market while enhancing its family office services.
Founded by industry pioneer Martin Geller in 1984, Geller MFO specializes in delivering bespoke wealth management solutions, including personal CFO services, tax advisory, estate planning, financial reporting, and integrated investment management. By joining Corient, Geller MFO brings its expertise and team to a firm already distinguished for its fiduciary, fee-only approach and collaborative private partnership model. Corient’s robust infrastructure, cutting-edge technology, and expanded investment capabilities are poised to provide Geller MFO’s clients with elevated wealth management services.
Rapid expansion in the US multi family office market
This acquisition is part of a broader trend of rapid expansion by Corient, which manages $182 billion in assets and operates nationwide. The firm’s growth strategy has been characterized by aligning with like-minded firms to enhance its client offerings. In 2024, Corient made two other notable acquisitions: Ensemble Capital Management in San Francisco and H.M. Payson in Maine.
Ensemble, a registered investment advisory firm with $1.8 billion in assets under management, brought specialized philanthropic planning expertise to Corient, catering to UHNW families with tailored wealth strategies. Meanwhile, H.M. Payson, Maine’s largest registered investment advisor with $7.9 billion in assets, extended Corient’s presence in northern New England, blending a 170-year legacy of trust services with Corient’s innovative platform.
Source: Corient
Picture Source: Thomas Habr
Picture source: Zetong Li
Last Updated on January 28, 2025
Der Beitrag The next multi-family office acquisition of Corient: Geller MFO erschien zuerst auf familyofficehub.io.
