Tiedemann Wealth Management Expands to San Francisco

Tiedemann Wealth Management announced today the opening of an office in San Francisco to serve its growing West Coast client base. The new office at 101 California Street will feature a team of professionals reporting to Michael Yelverton, Principal and Managing Director of Tiedemann Wealth Management. Mr. Yelverton is returning to San Francisco, having spent the past ten years in the Firm’s New York office. Mr. Yelverton will oversee client management on the West Coast while continuing his role as a senior member of the Firm’s Investment Team.

“Opening an office in San Francisco is part of our ongoing expansion across all key regions to better meet the needs of our clients,” said Craig Smith, President of Tiedemann Wealth Management. “Michael’s extraordinary skills in wealth planning, asset allocation and portfolio management coupled with an unmatched commitment to client service make him an excellent advocate for our Firm on the West Coast.”

Providing a comprehensive suite of investment, financial, tax, trust and estate services that helps each client to protect and grow their wealth, Tiedemann Wealth Management advises on over $8bn of investable assets. In addition to San Francisco and New York, Tiedemann Wealth Management also has offices in Palm Beach, Florida and Wilmington, Delaware.

About Tiedemann Wealth Management

Tiedemann Wealth Management is an independent wealth advisor with a singular focus – working in partnership with clients to achieve their specific financial goals. Tiedemann provides high net worth individuals, wealthy families, and trusts and foundations with customized, objective investment management and wealth planning services. An owner-managed Firm, Tiedemann works with approximately 130 clients and advises them on over $8bn of investable assets.

Founded in 1999, Tiedemann Wealth Management is headquartered in New York, with offices in Palm Beach and San Francisco. The Firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Delaware.

For more information on Tiedemann Wealth Management or Tiedemann Trust Company, please contact Michael Yelverton at 415--762-2730 or myelverton@tiedemannwealth.com, or visit its website at www.tiedemannwealth.com