Corient completed the acquisition of Palo Alto Wealth Advisors.

Corient, a fiduciary wealth management firm, completed the acquisition of Palo Alto Wealth Advisors, a specialized advisory firm. Financial terms were not disclosed. “Corient has deep expertise serving founders and entrepreneurs, including a substantial number of technology leaders. The Palo Alto team shares that focus and brings additional depth that strengthens our leadership in the space. Their culture, experience and client-first approach make them an exceptional addition to the Corient Partnership, and I’m thrilled to welcome them,” Kurt MacAlpine, Corient Partner and Chief Executive Officer.