AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

AlTi Global, Inc.

AlTi Tiedemann Global is a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions.

Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.

AlTi Tiedemann Global

Jennifer Acker Ayer, Managing Director at AlTi, recently spoke with BanyanGlobal Family Business Advisors’ Lisa Beattie Frelinghuysen to discuss best practices when navigating family governance and decision making as the next generation move into positions of power.
 
To learn more about AlTi, visit https://alti-global.com/
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#WealthManagement #FamilyGovernance 

As we bid farewell to 2023, here’s a snapshot of some of the things we have done this year. With thanks to everyone involved for all the hard work and collaboration.
 
Wishing you all a joyful holiday season and a happy new year.
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#YearInReview #WealthManagement #AssetManagement

AlTi’s Head of Governance and Education Jill Shipley joined Jonathan Goldhill on Disruptive Successor - Book and Podcast to discuss navigating family dynamics and fostering intergenerational dialogue around charitable giving for the holiday season. 
 
To listen to the full conversation, visit https://lnkd.in/eqEJGSwc

To learn more about AlTi, visit https://alti-global.com/
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#FamilyOffice #Education #WealthManagement

Leonardo Drago AlTi’s Head of Investments, Singapore joined CNA live this morning to discuss the impact of the Red Sea crisis on oil prices as well the possible effects of rate cut expectations for next year.

To learn more about AlTi, visit https://alti-global.com/
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#ChannelNewsAsia #CNA #Singapore #OilPrices #WealthManagement

We recently joined Founders Forum Group at their New York flagship event which brought together the very best of Europe’s tech community with North America’s most influential founders, impact-driven investors and trailblazing thought leaders.
 
Our CEO Michael Tiedemann hosted a panel with founders Julie Rice and Amy Griffin on ‘Building the New Female Ecosystem’. 

To watch the full video, visit https://lnkd.in/eZ6kanzv
To learn more about AlTi, visit https://alti-global.com/
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#FoundersForum #FFNorthAmerica #WhereTheFutureUnfolds #FFNA2023 #WealthManagement

COM:ALTI-GLOBAL