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Corient Acquires Summit Trail Advisors in $21 Billion RIA Transaction

Corient Acquires Summit Trail Advisors in $21 Billion RIA Transaction

August 7, 2026 Leila Ahmed North America Legal Chronicle

Tagged: 8-7-2026 Alex Butler Alexandra Newland Allison Hocevar Amanda Casanueva Amy Rubin Basil Eastman-Kiesow Ben DeVore Brad I. McGee Brandon Bryer Bryan Liu Cade Geldreich Corient Capital Partners Craig Sklar Danielle Haikal Danielle Lemberg David Perkins Elizabeth McCloy James Abbott James Cofer John Sakhleh John Schaff Katherine Finley Kristina Daisak Lindsay Ditlow Natalie Chan Natalie Knowles Perry Shwachman Sasha Hondagneu-Messner Scott Goldstein Seward & Kissel Sidley Austin LLP Summit Trail Advisors Tyler Replogle Victoria Anglin

Sidley Austin LLP has advised Corient. Seward & Kissel LLP has advised Summit Trail Advisors. Corient, a Miami-based registered investment advisor (RIA) owned by Mubadala Investment…

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