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Seward & Kissel represents Summit Trail Advisors in its sale to Corient

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Seward & Kissel represents Summit Trail Advisors in its sale to Corient

On August 5, 2026, Corient announced that Summit Trail Advisors (“Summit Trail”), a registered investment advisor focused exclusively on serving ultra-high-net-worth clients, will join Corient. Headquartered in New York, Summit Trail manages more than $21 billion in assets on behalf of a select group of individuals, families, and institutions. Corient is the world’s largest multi-family office and non-bank wealth manager with approximately $556 billion of AUM. Seward & Kissel is pleased to have represented Summit Trail in connection with this wealth management industry transaction.

Read Corient’s announcement describing this transaction.