Tiedemann offers many services to clients as part of our overall wealth management and investment process. We work with clients and their advisors to create resourceful solutions and offer meaningful advice.

Comprehensive Wealth Planning Services: 

• Full review and evaluation of family estate and succession plan
• Oversight of all financial activities to identify inconsistencies and opportunities relating to tax, fiduciary/trust and investment matters in consultation with outside advisors
• Execution and implementation of all changes and strategies
• Planning and coordination of family meetings and client education
• Wealth succession strategies for closely-held businesses, including pre-IPO and pre-merger planning
• Review of personal tax and trust returns
• Foundation management and oversight, including oversight of tax compliance and legal filings  

Investment Management Services: 

• Customized investment management for individuals, trusts, family partnerships, foundations and endowments, both domestic and foreign
• Determination of investment objectives and implementation of investment strategy
• Portfolio construction and asset allocation through a managers-of-managers approach 
• Diversification strategies for low-basis securities
• Incorporation of existing holdings into investment objectives
  

Trust Administration Services: 

• Comprehensive administration, custody and reporting services
• Full corporate trustee and executor services with favorable Delaware situs
• Coordination and oversight of external fiduciary tax compliance