Tiedemann Advisors opens new office in Portland, Oregon, unifying west coast presence

PRESS RELEASE

Tiedemann Advisors Opens New Office in Portland, Oregon, Unifying West Coast Presence
June 4, 2019


Tiedemann’s ninth regional office is expected to expand upon the firm’s large client base in the Pacific-Northwest

Tiedemann Advisors, one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations, and endowments, announced today it is opening an office in Portland, Oregon, unifying the west coast region between Tiedemann’s offices in San Francisco and Seattle.

The Portland office, Tiedemann’s ninth, will provide direct access to a significant client base in the region as well as offer its expertise to a growing market. Tiedemann has experienced steady and sustainable growth in Oregon and hopes to build upon its success by providing its core services of wealth planning, investment management, impact investing, trust and estate services, and foundation and endowment advisory to the local market. The office will be located at 1120 NW Couch Street in the Brewery Blocks of Portland’s Pearl District.

“Opening an office in Oregon will enable us to more directly serve our established relationships in the region, as well as introduce Tiedemann, and our dedicated and collaborative team of advisors across specialties, to this market,” said Michael Tiedemann, CEO. “Relationships are the cornerstone of our business, and we will continue to look for opportunities to provide customized and objective investment management and wealth planning services to current and prospective clients.”

The office will open with two of Tiedemann’s senior advisors, Brad Harrison and Kate Donnelly. Harrison, Managing Director, co-leads Tiedemann’s impact investing strategies and works closely with tax-exempt organizations, including foundations and nonprofit endowments. Donnelly CFP®, Director, specializes in investment advisory work dealing with taxable, ultra-high-net worth clients seeking to align their investment portfolios with their values.

Tiedemann expects its comprehensive wealth management and trust planning services to fit seamlessly with the needs of large families throughout Portland and the Pacific Northwest. Additionally, Tiedemann’s deep impact investing expertise will complement the region’s growing interest in aligning their portfolios with their values to achieve both a financial and social benefit.

“We’re excited to expand our footprint in Portland as we have a unique opportunity to provide our full suite of wealth management services and impact expertise to local families,” said Harrison. “Through our west coast presence, we’ve been fortunate to develop a strong foundation in the greater Portland region, and we look forward to building many more partnerships for years to come.”

About Tiedemann Advisors

Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has nine offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $19 billion in assets with over $2 billion in impact investments1.

* Independent refers to investment advisors that are not affiliated with a broker dealer or bank.
1 Assets under advisement and impact asset numbers are as of 1/2019.

Tiedemann Advisors is an investment advisor. Investors should consult with their financial, tax and legal advisors before investing in any investments or trust arrangements. The information is not intended to be, nor should it be construed or used as, investment, tax, accounting, legal or financial advice and is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by Tiedemann or its affiliates. For more information go to www.tiedemannadvisors.com

Get the latest news and insights from Tiedemann Advisors