Transactions
Theme
Advised Boston-based Breed's Hill Capital, a multi-family office manager with approximately $3.5 billion in assets under management, on its sale to Corient. The transaction allows Breed's Hill to significantly enhance the services offered to its clients while expanding Corient’s presence in New England and enhancing its ability to deliver personalized, fiduciary wealth management services to ultra-high-net-worth individuals, families and institutions across the region.