Tiedemann Wealth Management Information

Tiedemann Wealth Management was founded in 1999 by Carl Tiedemann, Michael Tiedemann, Bruce Prolow and Craig Smith with the goal of creating a firm that would blend the stability and service of the traditional trust services model with active, innovative and entirely objective traditional and non-traditional investment management services. We are an independent wealth advisor with a singular focus –working in partnership with clients to achieve their specific financial goals. We provide high net worth individuals, wealthy families, trusts and foundations with customized, objective investment management, trustee and wealth planning services. An owner-managed firm with offices in New York, Palm Beach and San Francisco and an affiliated Delaware Trust Company, we oversee approximately $9 billion in assets and proudly put our clients’ interests first.