On January 15, 2025, Corient Private Wealth announced that it acquired Geller & Company.
Corient Private Wealth LLC (“Corient”), announced, on January 15, 2025, its acquisition of Geller & Company (“Geller”). Geller will adopt the Corient name as part of the transaction. Further terms of the transaction were not disclosed.
Corient, based in Miami, is the US wealth management division of CI Financial and a registered investment advisor offering retirement, tax, estate, insurance, philanthropic, succession, business exit and financial planning services. As of November 2024, Corient had $182 billion in client assets.
Geller, based in New York City, is a multi-family office that provides financial management, tax advisory and compliance, estate and generational wealth planning, financial reporting and accounting and integrated investment management. As of November 2024, Geller had approximately $10.4 billion in assets under management. Keefe, Bruyette & Woods served as investment banker to Geller on the transaction.
To read the press release: please click here.