Tiedemann Advisors, LLC

Tiedemann Advisors, LLC is a wealth advisory firm specializing in managing money for high-net-worth families, individuals, trusts, foundations, and other entities. Established in December 2007, the firm offers discretionary and non-discretionary investment advisory services tailored to each client's unique circumstances, financial goals, and risk tolerances. Services include developing investment policy statements, sourcing third-party managers, integrating various assets into portfolios, and providing ongoing strategic advice. Tiedemann utilizes a "manager-of-managers" approach, allocating assets to non-affiliated and affiliated investment advisers and funds. The firm may also invest in securities directly and use options and derivatives. As of January 1, 2025, Tiedemann managed over $24 billion in assets. Fees are generally asset-based, up to 0.85% annually, with additional flat fees possible. The firm does not charge performance-based fees. Clients have investment discretion options, and the firm follows a comprehensive investment process involving macroeconomic research, asset allocation frameworks, and ongoing portfolio adjustments. Risks include market volatility, multiple manager risks, and investments in emerging markets. Tiedemann does not compensate for client referrals and has custody arrangements with qualified custodians. The firm provides monthly account reviews and proxy voting services. Tiedemann has no financial commitments impairing its ability to meet client obligations.