Business Details
6 Years
experience
Your Trusted Wealth Management Partner Nationwide
Corient is a premier wealth advisory firm dedicated to serving ultra-high-net-worth individuals and multi-generational families. With a network of 260+ partners and 1,300+ professionals, we combine private partnership advantages with an institutional-grade platform to simplify financial lives, protect assets, and build enduring legacies. Our fee-only fiduciary model prioritizes client interests through tailored solutions in financial planning, investment management, and family office services.We specialize in 360-degree wealth strategies, including tax optimization, estate planning, and alternative investments, supported by $197 billion in client assets as of 2025. Our nationwide team delivers personalized service grounded in collaboration, innovation, and long-term client relationships.
Services
Wealth Planning
Investment Management
Tax Services
Trust Services
Personal CFO
Family Office
Estate Planning
Alternative Investments
Philanthropy Planning
Private Aviation
Details
- Year established: 2020
Highlights and features
- We are fee-only fiduciaries regulated by the SEC, prioritizing client interests above all.
- We manage $197 billion in client assets with a nationwide team of 260+ partners.
- Our holistic approach integrates tax planning, investment management, and family office services.
- We offer customized solutions for ultra-high-net-worth individuals and multi-generational families.
- Our private partnership model fosters collaboration and client-focused innovation.
Associations and certifications
- SEC
Services
Wealth Planning
Our wealth planning services create customized roadmaps for financial decisions, analyzing assets, liabilities, income, and cash flow. We develop forecasts and strategies for risk management, tax efficiency, and multi-generational wealth transfer. By integrating philanthropy, education, and estate planning, we align financial strategies with clients' values and long-term goals.
Investment Management
We design tax-optimized, diversified portfolios using public equities, fixed income, and alternative investments. Our approach combines strategic asset allocation with ongoing monitoring to align with client objectives. Through rigorous analysis and risk management, we aim to preserve and grow wealth while leveraging scale and strategic partnerships for cost efficiency.
Tax Services
Our tax services provide comprehensive compliance and planning solutions for individuals and businesses. We coordinate with external CPAs to develop strategies for tax-efficient portfolio management, estate planning, and audit representation. Specialized expertise includes state tax minimization, retirement plan optimization, and multi-generational tax deferral strategies for ultra-high-net-worth clients.
Trust Services
Through Corient Trust Company LLC, we offer directed trusts under South Dakota's favorable laws. Our services include customized corporate trust solutions, asset protection strategies, and dynasty trust structures. We integrate trust management with broader wealth plans, ensuring alignment with estate transfer goals and regulatory compliance.
Personal CFO Services
Our Personal CFO services provide comprehensive financial command centers for high-net-worth individuals. We manage liquidity, cash flow, tax coordination, and estate planning while offering privacy-focused administrative support. Services include bill pay management, financial reporting, and liaison coordination with external advisors to streamline complex financial lives.
People
Kurt MacAlpine
Chief Executive Officer
Partner and CEO of Corient, previously EVP at WisdomTree and McKinsey leader. Holds a Bachelor of Commerce from Saint Marys University and an MBA from Queens University. Drives Corient's strategic direction and partnership model.
Leonard L.C. Gullan
Chief Operating Officer
COO overseeing operations, technology, and compliance. Former Citadel Managing Director and McKinsey consultant. Serves on Baptist Health Foundation Board. Graduated from University of North Carolina and Chicago Booth School of Business.
Andrew Holmberg
Chief Solutions Officer
Manages investment strategy and family office services. Former Millennium Management and Boston Consulting executive. Holds Duke University degree and Harvard MBA. Focuses on wealth transfer and tax optimization strategies.
Matt Krauss
Chief Investment Officer
CIO leading investment platform with 20+ years in portfolio construction. Former Falcon Fund analyst and RGT CIO. Duke University graduate and Chartered Financial Analyst Charterholder. Chairs Corient Investment Committee.
Questions
What services does Corient offer?
Corient provides wealth planning, investment management, tax services, trust services, personal CFO services, and family office solutions tailored to ultra-high-net-worth individuals.
How is Corient different from other wealth advisors?
As fee-only fiduciaries, we combine $197 billion in assets under management with a private partnership model, prioritizing client interests through personalized, holistic strategies.
Are Corient's advisors fiduciaries?
Yes, we operate as fee-only fiduciaries regulated by the SEC, legally obligated to act in our clients' best interests.
What investment strategies do you use?
We employ tax-optimized, diversified portfolios with strategic asset allocation, including public equities, fixed income, and alternative investments like private equity and real estate.
How do you handle estate and tax planning?
Our comprehensive approach includes tax-efficient portfolio management, multi-generational wealth transfer strategies, and coordination with external CPAs and attorneys.
