Corient announced its acquisition of FortCay Family Office Advisory on 23 September, marking its entry into the Cayman Islands. The company announcement and InvestmentNews put FortCay’s client assets at about $ 2.6 billion.
For families with US and international connections, an adviser’s expanded reach may offer a broader service footprint. It does not automatically simplify a client’s own arrangements. A firm’s new location does not tell you which entity provides each service, where assets are held, or how responsibilities and records are divided.
When a wealth adviser or family-office provider expands across borders, check whether the client relationship or service scope changes, which entities are involved, and where custody and banking sit. Those details depend on the client’s agreements and setup. The acquisition alone does not show that existing clients' arrangements have changed.
For families with US and international connections, an adviser’s expanded reach may offer a broader service footprint. It does not automatically simplify a client’s own arrangements. A firm’s new location does not tell you which entity provides each service, where assets are held, or how responsibilities and records are divided.
When a wealth adviser or family-office provider expands across borders, check whether the client relationship or service scope changes, which entities are involved, and where custody and banking sit. Those details depend on the client’s agreements and setup. The acquisition alone does not show that existing clients' arrangements have changed.