Tiedemann Advisors selected as a Top Wealth Manager in Dallas-Fort Worth Area | D Magazine
DALLAS, December 11, 2020 – Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations and endowments, has been named one of the top wealth management firms in the Dallas-Fort Worth area by D Magazine in the publication’s annual list published on December 11, 2020.
With nine offices across the country and a budding global footprint, Tiedemann Advisors aims to provide clients with a variety of resources to effectively manage and preserve their wealth now and in the future. Dallas-Fort Worth has been a priority region for Tiedemann Advisors and the firm’s respected presence in the area is a direct result of its best-in-class wealth management, impact investing, and trust and estate planning service offerings. Firmwide, Tiedemann Advisors’ oversees $20 billion1 in assets, including $3.2 billion committed to impact investments.
“We’re proud to be named one of the top wealth managers in this region by D Magazine,” said Colin Carter, Managing Director and head of the Dallas office at Tiedemann Advisors. “Our firm runs on the trust we’ve built between our clients and the integrated services we provide including investment advice, trust services, multigenerational estate planning and philanthropy advice, and financial and tax planning. Each family is unique, and we treat them as such”.
To learn more about the D Magazine’s Top Wealth Managers list, click here. The list is compiled through peer nominations and is based on the following four factors: (i) total assets under management for individual clients of at least $100 million; (ii) average assets under management per client of at least $1 million; (iii) a 95 percent client-retention rate over the last two years; and (iv) no current disciplinary actions.
About Tiedemann Advisors
Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. We strive to provide proactive, innovative solutions and access to a broad set of investment strategies globally, including impact and responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with nine offices nation-wide. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. For more information, visit: http://www.tiedemannadvisors.com.
1Assets under advisement and impact asset numbers are as of 06/30/2020