News, Comment & Analysis results for AlTi Tiedemann Global
AI Is Changing How Clients Choose Advisors: Good News For Great Advisors
There is an uncomfortable question advisors must ask themselves, what happens when AI helps decide...
Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the...
AITi Global Vaunts International Credentials
This news service recently spoke to a senior figure at the international wealth management firm...
Stonehage Fleming, Stanhope Capital Under New Ownership
In one of the largest multi-family office transactions in recent times, the deal will see...
NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what...
Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans
A study of family offices – almost of all of which are North American – sheds light on their...
Multi-Family Office Continues Acquisitions
Since its formation into a transatlantic MFO more than a year ago, the group has bought a business...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
AlTi Expands Into Singapore With Acquisition
AlTi has been busy – expanding out of the merger between a US and London multi-family office –...