Corient Continues Acquisition Drive With Cayman Islands Deal

Editorial Staff

24 September 2026

, the Miami-headquartered wealth management house that has been on an acquisition spree, announced yesterday that it has added FortCay Family Advisory, a Cayman Islands wealth manager and multi-family office.

FortCay, founded by Billy Harty and Matt Houghton, serves 14 ultra-high net worth families representing around $2.6 billion in client assets, as of July 31, providing wealth management, estate planning and family office services.

“A meaningful share of the world’s most complex family wealth is structured and administered in the Cayman Islands,” Kurt MacAlpine, founding partner and CEO of Corient, said. “Many of our clients live, work, and invest across borders – establishing a presence in Cayman deepens our ability to serve them.”

Established in 2020, Corient has grown to include more than 300 partners and over 2,700 employees managing about $572 billion in several countries. It has been on a run of acquisitions. In early August, the firm acquired Summit Trail Advisors, the RIA that focuses on ultra-high net worth clients, overseeing more than $21 billion of client money.

At the end of July, it announced that it was buying Seven Bridges Advisors, a New York-based firm. In April, Corient bought Europe's Bedrock Group, which managed SFr8.4 billion ($10.4 billion) in client assets, following last year's purchases of Stonehage Fleming and Stanhope Capital.

In January, it acquired Palo Alto Wealth Advisors, a California-based RIA with $766.7 million in AuM, and the multi-family office business of US-based Geller. It has also bought Bristlecone Advisors, a Bellevue, Washington-based RIA with about $2 billion in AuM, and Dallas-based Messick Peacock & Associates.

Shortly after the Stanhope Capital and Stonehage Fleming deals, Corient snapped up Breed’s Hill Capital, a Boston-based MFO with about $3.5 billion in AuM. See another deal here.

Corient was formed through CI Financial's 2023 rebrand of its US wealth arm, before CI Financial was taken private in 2024 in a deal backed by Abu Dhabi's Mubadala Capital.