Alvarium Tiedemann is a financial solutions company specializing in wealth and asset management. It provides a comprehensive range of services, including wealth planning, investment management, impact investing, and trusts and estate services. Established as a boutique firm, Alvarium Tiedemann leverages deep industry expertise to transform ideas into effective strategies and solutions for its clients. The firm, which is based in New York, operates with a governance structure that includes a board of directors and an Investment Advisory Committee, ensuring a high standard of management and oversight. Through its connected ecosystem, Alvarium Tiedemann offers tailored advice and investment opportunities, aiming to meet the diverse needs of its clientele.
Kontora Family Office (Kontora) is a multi-family office based in Hamburg, Germany. Established in 2006, the firm provides services to families, single-family offices, and non-profit organizations such as foundations, associations, and ecclesiastical assets in Germany. The firm operates as a subsidiary of HSH Nordbank. The executive management team manages the assets of the firm.
Envoi
Acquisition in 2024
Envoi, established in 2006 and based in Minneapolis, Minnesota, operates as a family office that offers a range of financial and investment advisory services. The firm specializes in estate and tax planning, catering to the unique needs of its clients. With its assets managed by an executive team, Envoi emphasizes personalized service and strategic planning to enhance wealth management. In July 2024, the firm was acquired by Alvarium Tiedemann, marking a significant transition in its operational framework.
East End Advisors
Acquisition in 2024
East End Advisors is an independent advisory firm that provides customized portfolio management and investment services to a select group of UHNW families and foundations.
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