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Corient, one of the largest and fastest-growing national wealth advisors in the U.S., has acquired the multi-family office business of Geller & Company (“Geller MFO”), a premier New York City-based multi-family office with US$10.4 billion in assets under management and advisement as of November 30, 2024. This acquisition reinforces Corient’s presence in one of the nation’s largest wealth markets and deepens its family office capabilities.
Parties
Company
Geller & Company
Company
Corient Private Wealth
Deal Type
Merger & AcquisitionIndustry
InfrastructureTransaction
Undisclosed/ConfidentialDeal Status
ClosedClosing Date
15 January 2025