Sidley is representing Corient, a leading multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients, as it expands its platform with the addition of Summit Trail Advisors, a registered investment advisor managing more than US$21 billion in assets for ultra-high-net-worth clients. The transaction deepens Corient’s position in the ultra-high-net-worth sector, while Summit Trail Advisors will benefit from Corient’s distinctive private partnership model.
The Sidley team is being led by Perry Shwachman (Insurance) and Dave Perkins (M&A and Private Equity). It includes Alexandra Newland, Danielle Haikal, Brad McGee, and Natalie Knowles (M&A and Private Equity); Scott Goldstein (Insurance); Amy Rubin and Amanda Casanueva (Employee Benefits and Executive Compensation); Natalie Chan and Kristina Daisak (Employment); Tyler Replogle, John Schaff, and Cade Geldreich (Tax); Victoria Anglin, Allison Hocevar, Katherine Finley, Alex Butler, and Ben DeVore (Investment Funds); John Sakhleh and Michael Ogershok (Securities Enforcement and Regulatory); Liz McCloy, Brandon Bryer, and Basil Eastman-Kiesow (Real Estate); Sasha Hondagneu-Messner (Privacy and Cybersecurity); and Bryan Liu (Global Finance).
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