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AlTi Tiedemann Global creates possibility, impact and legacy for the most discerning and dynamic owners of capital. Our Twin Cities team has decades of experience helping families achieve their financial goals by providing customized, objective wealth services.

$31B

Assets under management

 as of December 31, 2024, US Wealth Management figures 

400

Client relationships

 as of December 31, 2024, US Wealth Management figures 

10

Offices in the U.S.




Meet our local team 

Our diverse thinking and expertise enables us to unlock innovation and discover new and distinct ideas, all in pursuit of achieving outstanding outcomes and value for our clients. Our Twin Cities team oversees approximately 30 client relationships. 

Jim Sand

Jim Sand

Managing Director

Ryan Steensland

Ryan Steensland

Managing Director

John Benson

John Benson

Managing Director

Brad Brunell

Brad Brunell

Managing Director

Anthony Quill

Anthony Quill

Managing Director

Erich Hartwig

Erich Hartwig

Director

Amy Malinski

Amy Malinski

Vice President

JT Paine

JT Paine

Vice President

Peter Hagstrom

Peter Hagstrom

Associate

"With global perspectives and local expertise fueling our actions and strategies, we are able to navigate the complexities of wealth alongside our clients seamlessly, ensuring customized portfolio solutions.”

 

Richard Joyner, Head of Central US, Managing Director

Targeting transformational outcomes

We offer our clients advice, solutions and investment opportunities from across our global network. We strive to bring permanence and security to the success and significance our clients have already achieved by providing new ways to create value and deliver purpose through their capital.

Investment Management & Advisory

We take an endowment-style approach to investment management by constructing diversified portfolios to drive higher returns and lower risk over the long term.

Estate and Wealth Planning

We believe that effective planning requires a thorough understanding of family objectives, assets and ownership structures and that no two situations are the same.

Trust and Fiduciary Administration

We are well versed in the nuances of laws and regulations affecting trusts, estates and taxes. Our expertise and global footprint give clients an extensive range of options for tailoring and administering trusts to their specific values, concerns and needs.

Values-Based Investing

We believe investments can yield benefits beyond mere financial gains. For those clients interested, we can align their core values to their wealth management strategies, using our expertise in governance, education, impact investing and philanthropy.

Governance and Education

We help you define what matters most to you and act as your guide and partner through the unique opportunities and transitions ahead. We strive to ensure wealth is positive for you and your family – that it enhances your well-being and relationships.

Extended Family Office Services

We offer the benefits of a family office as a completely outsourced offering or in a hybrid capacity, with the goal of reducing complexity, cost and operational risks of your family doing it all themselves.

Ideas & Inspiration.

We leverage our unique perspectives and insights to provide clients with new and distinct ideas.

Start the conversation.

Get in touch to find out what our local team can do for you.