Corient, a wealth management firms, has announced it has acquired Breed’s Hill Capital, a Boston-based multi-family office with approximately $3.5 billion in assets under management. The transaction expands Corient’s presence in New England and enhances its ability to deliver personalized, fiduciary wealth management services to ultra-high-net-worth individuals, families and institutions across the region.
Since its founding in 2013 by John Edwards, Breed’s Hill Capital has provided investment advisory and financial planning services tailored to the sophisticated requirements of ultra-high-net-worth families. The firm provides customized strategies to deliver investment management, estate and gift and tax planning and insurance and asset protection. The Breed’s Hill Capital team works with the client to develop, implement and maintain a comprehensive plan designed to achieve their financial objectives.
Corient is a fiduciary, fee-only wealth management firm dis