Tiedemann Wealth Management was founded in 1999 by Carl Tiedemann (former President of Donaldson, Lufkin & Jenrette) with the goal of creating a wealth management solution that addresses the weaknesses in the services provided by traditional investment management firms and trust companies: namely, inferior investment performance, inflexible and inactive portfolio management and account administration, inherent conflicts in providing investment advice and insufficient client service.
Tiedemann addresses these issues by providing customized, integrated and objective investment advice and wealth planning, as well as Delaware Trustee services through its affiliate Tiedemann Trust Company. We outsource the vast majority of discretionary assets to outside money managers across all asset classes and incorporate both traditional and alternative asset classes into the portfolios they manage. Their investment model coupled with their singular focus and breadth of trust, impact investing, financial planning and administration services, creates a unique and comprehensive wealth management solution for their wealthy families, endowments and foundations.
All investment services are provided by Tiedemann Wealth Management, a Registered Investment Advisor. The company has offices in New York, San Francisco, Seattle, Dallas, Palm Beach, Washington, D.C. and Wilmington, DE. Both Tiedemann Wealth Management and Tiedemann Trust Company are wholly owned by Tiedemann Wealth Management Holdings, LLC, which is substantially owned by the firm’s senior management, Board of Directors and employees.