Corient to Acquire Summit Trail Advisors
On August 5, 2026, Corient announced its agreement to acquire Seward & Kissel client Summit Trail Advisors.
Corient announced, on August 5, 2026, its agreement to acquire Seward & Kissel client Summit Trail Advisors (“Summit Trail”). Under the terms of the transaction, upon closing, Summit Trail principals will become Corient Partners. Further terms of the deal were not disclosed.
Corient, based in Miami, is a registered investment advisor offering wealth management and family office services to ultra-high and high-net-worth clients. Corient manages approximately $556 billion in client assets.
Summit Trail, based in New York, is a registered investment advisor offering wealth and estate planning, investment management, and family office services to ultra-high-net-worth individuals, families, and institutions. As of March 31, 2026, Summit had approximately $21 billion in assets under management.
Ardea Partners is serving as exclusive financial advisor to Summit Trail on the transaction and a Seward & Kissel team led by partners Danielle Lemberg, Jim Abbott, Craig Sklar, Jim Cofer and Lindsay Ditlow is providing legal advice to Summit Trail.
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