About Corient
Corient is a fee-only, fiduciary wealth management firm headquartered in Miami that serves ultra-high and high-net-worth individuals, families and business owners. It was established in 2020, and its U.S. wealth business was renamed from CI Private Wealth to Corient in 2023. The firm describes a private partnership model, reporting more than 300 partners and over 2,700 employees managing approximately $535 billion globally.
Its offerings include wealth planning, wealth transfer, global fiduciary services, family governance and succession planning, and investment management supported by a team of more than 175 professionals. Family office services cover tax services, personal CFO support, and corporate trustee services provided through Corient Trust Company. In New York, the firm acquired the multi-family office business of Geller & Company, a New York City firm with $10.4 billion in assets, and added Seven Bridges Advisors, a New York-based registered investment adviser; job listings also reference a Garden City, New York location.
| Type | Organization |
|---|---|
| New York offices | New York, NY, Garden City, NY |
| Website | corient.com/us/en |
| Registered NY attorneys | 5 |
Practice areas
Areas of work that Corient describes on its own website. They describe the organization as a whole, not the practice of any individual attorney listed below.
Organization profile based on its official website and public sources (reviewed October 30, 2026). Attorney list from the New York State Unified Court System registration data. Not affiliated with Corient.
Registered attorneys
Joseph Kluemper Currently registered Randal Goldstein Currently registered Leanne Haupt Currently registered Laura Williams Currently registered Zoe Zissu Currently registeredRegistration status can change at any time. Confirm any attorney's current status through the official New York Attorney Search.