At Tiedemann Trust Company, we believe wealth management is more than simply selecting investments; it is providing a customized and comprehensive suite of advisory services that allows our clients to protect, grow and enjoy their wealth.

Holistic Approach: Wealth management at Tiedemann Trust means understanding a client’s total asset, family and wealth picture – investment and financial advice is given within context of a client’s overall family situation.

Objective Investment Process: We utilize a completely unbiased manager-of-managers process to find the best investment products around the globe for our clients. We accept no fees other than from our clients, thus avoiding any conflicts posed by product offerings or external incentives.

Breadth of Services: We offer fully coordinated and comprehensive investment, estate planning and trust capabilities to meet evolving family needs and promote family harmony. We work to ease administrative burdens on our clients, while enhancing reporting functions and overall controls.

Partnership with Clients: Our clients want more than access to investment management services. They see us as a partner in the management of their financial and family wealth matters.

Boutique Setting: As a small, specialized company, we are able to provide a personal client experience as well as exceptional overall performance. Our focus on internal communication produces high levels of service and controls for our clients.

Firm Commitment: We are focused on building a better company every day through innovation and continued personal and professional development.

Firm Culture: First and foremost, we have an unwavering respect for our clients and our colleagues. The firm aims to incentivize and retain its employees to create enduring client teams that can steward our clients for multiple generations. We celebrate our shared successes and are always willing to invest in one another. We strive for excellence in every result, while remembering to have fun along the way.