NEW YORK--(BUSINESS WIRE)--Tiedemann Advisors, one of the largest independent investment and wealth advisors for high-net-worth families, trusts, foundations, and endowments, was the recipient of three 2019 Family Wealth Report Awards. The awards won across categories are as follows:
- Individual of the Year – Craig Smith, Co-Founder and President
- Responsible Investing/ESG/Impact Investing
- Best Outsourced CIO
“We proudly accept these prestigious awards and feel privileged to offer quality and personalized solutions to families and foundations by building a team of experts with significant combined tenure and investment acumen,” said Michael Tiedemann, CEO at Tiedemann Advisors. “Our commitment to providing our clients with excellent service continues to set us apart, and Craig, who has been with the firm since the very beginning, sets standards that inspire those whom he works with.”
Craig Smith is a founding partner and president of Tiedemann Advisors, overseeing the firm’s strategic direction as well as the advisor team and the firm’s client experience. He is also a member of the firm’s Executive Committee. He leads Tiedemann’s Diversity, Equity, and Inclusion efforts and is focused on implementing more inclusive practices across the firm.
The Family Wealth Report Awards1 honor ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities. The awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’. The awards were announced during a celebratory dinner hosted by Family Wealth Report on March 20, 2019. This is the fourth year Tiedemann was recognized by Family Wealth Report.
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 eight 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 $19 billion in assets2.
1For more information on the award, visit clearviewpublishing.com/events/family-wealth-report-awards-2019
2Assets under advisement are as of 12/2018.
Any references made to awards are not an endorsement by any third party to invest with Tiedemann and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. 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. Certain information has been provided by and/or is based on third-party sources and has not been independently verified. Tiedemann is not responsible for third-party errors. For more information go to www.tiedemannadvisors.com