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Summit Trail Advisors
NEW YORK, NY
CRD: 220519
In PWD coverage since September 23, 2026 · 1 story
$19.9BRegulatory AUMSEC Form ADV · Sep 25
94EmployeesForm ADV
PWD coverage
M&A
Corient buys a Cayman licence, and the $2.6B is the receipt
At 0.45% of Corient's assets, FortCay Family Advisory is the smallest deal among those announced, and its Cayman registration is the part competitors cannot recruit away.