{"id":426162,"date":"2026-05-01T01:37:16","date_gmt":"2026-05-01T01:37:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/426162\/"},"modified":"2026-05-01T01:37:16","modified_gmt":"2026-05-01T01:37:16","slug":"us-wealth-manager-targets-canadian-ultra-rich-with-10-billion-canada-expansion","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/426162\/","title":{"rendered":"US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion"},"content":{"rendered":"

Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market, which he views as underserved by independent global firms.\u00a0<\/p>\n

The firm\u00a0operates\u00a0as a fiduciary, fee-only wealth manager under a private partnership structure.\u00a0Corient\u00a0says the integrated partnership is designed to minimise internal conflicts and promote collaboration among partners.\u00a0<\/p>\n

Its Canadian offering will mirror its broader platform, including investment management with selected alternative strategies and wealth planning services such as wealth transfer, multi-generational planning, and trust and estate planning<\/a>.\u00a0<\/p>\n

Corient\u00a0will also provide family office services including tax planning, personal CFO support,\u00a0lending\u00a0and concierge services, such as private aviation and art management.\u00a0<\/p>\n

The firm focuses on business owners, corporate executives, athletes and entertainers,\u00a0entrepreneurs\u00a0and founders, as well as foundations and endowments, and it emphasizes cross-border planning for Canadians with assets and interests in multiple\u00a0jurisdictions.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market,…\n","protected":false},"author":2,"featured_media":426163,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,186275,46766,176,61,60,174,175,180],"class_list":["post-426162","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-corient","tag-family-office","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance","tag-wealth-management"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/426162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=426162"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/426162\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/426163"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=426162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=426162"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=426162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}