Corient Announces Acquisition of Vivaldi Capital Management

MIAMI--(BUSINESS WIRE)--Corient, the largest and fastest-growing integrated wealth management firm in the U.S., today announced the acquisition of Vivaldi Capital Management (“Vivaldi”), a leading RIA headquartered in Chicago with $5.6 billion in assets under management.

"Joining Corient enables us to continue delivering highly personalized service, enhanced by an expanded suite of Corient’s wealth management and family office capabilities.”

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Founded by David Sternberg and Randal Golden, Vivaldi is an independent wealth manager serving the needs of ultra-high- and high-net-worth individuals and families. The firm provides comprehensive wealth management services, integrating traditional investment management and wealth planning with a disciplined approach to alternative investments as part of broader portfolio construction.

“We are thrilled to welcome the Vivaldi team to Corient,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “David and Randal have built an impressive business defined by strong growth and enduring client relationships. They also share our conviction in the important role alternatives should play in ultra-high-net-worth portfolios, and we’re confident they will be a valuable addition to the Corient Partnership.”

“Joining Corient enables us to continue delivering highly personalized service, enhanced by an expanded suite of Corient’s wealth management and family office capabilities,” said Mr. Sternberg, Chief Executive Officer and Co-Founder of Vivaldi. “We’re also excited about the collaborative nature of the Corient Partnership and the opportunity to work alongside other advisors and firm experts for the benefit of our clients.”

Vivaldi’s principals will become Corient Partners upon closing, which is expected to occur during the second quarter of 2026. The Corient partnership model is the firm’s key differentiator, built to enable seamless collaboration across teams to bring the full strength of firm capabilities to clients at every interaction.

“At Corient, partnership is central to how we work,” said Mr. MacAlpine. “Our partnership structure promotes collaboration and teamwork to deliver a consistent, elevated client experience, providing access to the firm’s full breadth of wealth management and family office services, supported by immense scale and resources.”

Corient operates as a fiduciary, fee-only wealth management firm in the U.S. under a unique private partnership model, similar to those used by leading professional services firms. The structure gives clients access to the full breadth of expertise and resources across Corient rather than depending on a single advisor. Since its founding in 2020, Corient has grown to include more than 250 partners and over 1,400 employees managing approximately US$227 billion on behalf of ultra-high- and high-net-worth individuals, families and businesses across the United States.

In September 2025, Corient announced the acquisitions of Stonehage Fleming and Stanhope Capital Group. These transactions will add approximately US$220 billion in assets to Corient and establish a presence across Europe, the Middle East and Africa. Upon close, Corient will become one of the world’s largest wealth managers and multi-family offices focused on ultra-high-net-worth and high-net-worth clients globally with anticipated combined managed and administered client assets of approximately US$450 billion.

About Corient

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Corient is an integrated U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Headquartered in Miami, Corient has offices across the United States. For more information, visit corient.com.

All data as of January 31, 2026, unless otherwise indicated. Corient client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”) and include assets in which Holdings has a majority or minority ownership interest in the U.S. Stonehage Fleming assets are as of December 31, 2024. Stanhope Capital Group assets are as of January 31, 2026. Services are provided only in jurisdictions where authorized and may not be available in all locations or for all client types.