Corient Acquires Stonehage Fleming, Enhancing Family Wealth Services

Corient has acquired Stonehage Fleming for an undisclosed amount.

Stonehage Fleming is a prominent adviser to many of the world’s leading families and wealth creators, specializing in helping them manage and protect their wealth across generations.

Its comprehensive services encompass defining wealth purpose, governance, succession plans, managing international structures like trusts and companies, and offering both discretionary and advisory investment portfolio management.

Stonehage Fleming also provides expertise in wealth structuring, risk identification and mitigation, reviewing legal structures, sourcing private capital opportunities, and advising on corporate finance for family businesses.

This acquisition is strategically significant, allowing Corient to integrate Stonehage Fleming's extensive expertise in complex family office services and ultra-high net worth (UHNW) wealth management.

Stonehage Fleming's rich array of in-house experience, complemented by its network of professional partners, offers deep capabilities in managing diverse and sophisticated client needs, including art collection management and cross-border considerations.

The combination is expected to create synergies by broadening the service offerings and specialist advisory capacity available to clients of the acquiring entity.

The integration aims to leverage Stonehage Fleming's established client relationships and its comprehensive approach to multi-generational wealth preservation.

This corporate acquisition, distinct from a funding round, solidifies Corient's position in the global wealth management landscape.

The combined entity is anticipated to enhance its market presence, delivering an expanded suite of strategic family office and wealth planning advice, coupled with robust operational support and execution for an affluent client base navigating complex financial futures.