Wealth management firm Corient announced the acquisition of Breed’s Hill Capital, a Boston-based multi-family office known for its high-touch advisory services and deep expertise in serving ultra-high-net-worth families. With about $3.5 billion in assets under management, Breed’s Hill Capital brings a seasoned team and a legacy of personalized financial planning to Corient’s expanding national platform.
This acquisition marks a significant step in Corient’s strategic growth, particularly in the New England region, where Breed’s Hill has built a strong reputation since its founding in 2013 by John J. Edwards. The firm has long specialized in delivering tailored investment strategies, estate and gift planning, tax optimization, insurance solutions, and asset protection for families with complex financial needs. Breed’s Hill has distinguished itself by offering a comprehensive, client-centered approach that integrates long-term planning with day-to-day financial management, ensuring that each client’s unique goals are met with precision and care.
For Corient, the addition of Breed’s Hill Capital is more than a geographic expansion—it’s a deepening of its commitment to fiduciary excellence and collaborative service. Corient operates under a private partnership model that mirrors the structure of leading professional services firms. This model enables clients to leverage the collective expertise of the entire firm, rather than being limited to the capabilities of a single advisor. It fosters a culture of shared responsibility and continuous learning, where advisors collaborate to deliver thoughtful, customized solutions across a broad range of financial disciplines.
Since its founding in 2020, Corient has grown rapidly, now managing approximately $216 billion in assets for high-net-worth and ultra-high-net-worth individuals, families, and institutions across the country. With more than 260 partners and over 1,300 employees, the firm has built a robust infrastructure that supports complex financial needs while maintaining a personal touch. The acquisition of Breed’s Hill Capital adds another layer of depth to Corient’s capabilities, particularly in areas like multi-generational wealth planning and family office services.
Breed’s Hill Capital’s integration into Corient is expected to be seamless, with its leadership team continuing to play a central role in client service and strategic direction. The firm’s values—centered on trust, transparency, and long-term relationships—align closely with Corient’s own philosophy. Clients of Breed’s Hill will gain access to Corient’s broader resources, including advanced investment platforms, specialized tax and estate planning teams, and a national network of advisors who share a commitment to fiduciary responsibility.
This deal also reflects broader trends in the wealth management industry, where firms are increasingly seeking to combine scale with specialization. As financial lives become more complex and global, clients are looking for advisors who can offer both deep expertise and broad capabilities. Corient’s model, which emphasizes partnership and collaboration, is well-suited to meet these evolving demands.
Advisors: Cambridge International Partners served as financial advisor and Mintz served as legal counsel to Breed’s Hill Capital. Terms were not disclosed.
KEY QUOTES:
“Breed’s Hill Capital has a proud legacy of high-touch wealth planning and enduring client relationships that mirror our own values and approach. Their extensive experience in managing the complexities of very wealthy clients and their relentless commitment to excellence make them a natural fit for Corient. As part of the Corient Partnership, John and his team can significantly enhance the services offered to their clients while deepening our firm’s expertise and roots in New England.”
Kurt MacAlpine, Partner and Chief Executive Officer of Corient
“We work to empower our clients by bringing clarity to their financial lives. The Corient Partnership was a decisive factor in our decision to join the firm. It allows us to maintain our high service standards while gaining access to deeper resources, expanded capabilities and a national network of like-minded partners who share our values, fiduciary approach and long-term vision for clients.”
John J. Edwards, Founder and Chief Executive Officer of Breed’s Hill Capital
