ALTI

AlTi Global, Inc. operates as an independent wealth and asset management firm serving high-net-worth and ultra-high-net-worth clients. Headquartered in New York, the company provides comprehensive financial services including wealth management, investment advisory, tax planning, trust and estate services, and alternative investment solutions. AlTi serves clients through a multi-family office model, delivering customized strategies across traditional and alternative asset classes. The firm was formed through the 2023 merger of Alvarium Investments and Tiedemann Advisors, creating a combined organization with approximately $70 billion in assets under management and advisement. AlTi operates through two primary segments: Wealth Management, which delivers holistic advisory services to families and individuals, and Strategic Alternatives, which encompasses private markets investment capabilities and specialized financial solutions. The company maintains offices across North America, Europe, Asia, and the Caribbean, positioning itself as a global platform for sophisticated investors. AlTi went public in 2023 through a business combination with a special purpose acquisition company. The firm differentiates itself through its integrated approach to wealth management, combining traditional advisory services with access to alternative investments and institutional-quality investment strategies, while maintaining an independent structure free from proprietary product conflicts.