The Adviser, Tiedemann Trust Company and their affiliates (collectively, “Tiedemann”), is a wealth advisory firm which manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities herein referred to as “Clients”. The Adviser The Firm is registered with the SEC as an investment adviser. This Brochure is intended to cover the investment advisory activities of the Adviser. The Adviser was formed in December 2007 and began doing business in January 2008. The Adviser provides discretionary and non-discretionary investment advisory, investment consulting and other services to its Clients pursuant to separately managed account arrangements. These services are tailored based on a comprehensive understanding of each Client’s unique circumstances, asset base, interests, financial goals and objectives. As part of the wealth advisory services provided to its Clients, the Adviser works with each Client to develop a formal investment policy statement which reflects the Client’s investment objectives, liquidity requirements and risk tolerances. The Adviser will also customize a Client’s portfolio to meet the Client’s requirements. Such customization includes:
• Sourcing, selecting and monitoring third party investment managers;
• Integrating existing holdings, including real estate and non-liquid assets, into investment objectives;
• Incorporating alternative investments into portfolios including traditional trust and other investment structures;
• Developing diversification strategies for low basis securities;
• Providing on-going advice regarding strategic and tactical investment strategies; and
• Identifying the Client’s social and environmentally responsible investment goals, objectives and/or investment restrictions. The Adviser generally utilizes a “manager-of-managers” approach by allocating Clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds (such as mutual funds, exchange traded funds, closed end funds and private investment funds). These managers and investment funds are either retained directly for Clients’ accounts, or indirectly through commingled funds which are managed and/or advised by the Adviser (the “Funds”) as described more fully below. The Adviser may also purchase securities directly in Client accounts and may utilize options and other types of derivatives when constructing Client portfolios. The Adviser’s affiliate, Tiedemann Trust Company, provides trustee services to certain of the Adviser’s Clients. In addition, Tiedemann Trust Company provides administrative,

accounting and operational support to the Adviser. Investment Funds: The Adviser manages or advises a number of Funds which the Adviser may allocate to within Client accounts, depending upon the factors such as the size of a Client’s account, Client’s risk tolerance, Client’s liquidity needs and the Client’s investment objective. These Funds are offered primarily to the Adviser’s Clients, though Tiedemann employees and other Fund related persons may also be given the opportunity to invest. The investment strategies that the Adviser utilizes for a Fund, as well as other information about an investment in such Fund, including any investment restrictions, are described in the particular Fund’s offering materials, and investors should refer to such materials for further information. The Adviser does not tailor its advisory services to the individual needs of the investors in any Fund, and investors in the Funds may not impose restrictions on investing in certain securities or types of securities. Funds advised by the Adviser have entered and may continue to enter into arrangements which have the effect of altering or supplementing the terms of a specific investor’s investment (or group of investors’ investments) in the Funds, including, but not limited to: (i) waiving or rebating a portion of the performance or management fee, or both; (ii) waiving, or otherwise granting concessions with respect to, any redemption notice requirement or with respect to the frequency of permitted redemptions; (iii) granting the right to receive reports that include information not provided to other investors (such as, but not limited to, portfolio risk and/or investment related information); and (iv) granting such other rights or benefits as may be negotiated and agreed to with such investors. Principal Ownership of the Adviser On January 3, 2023, the Adviser’s parent company completed a business combination (the “Business Combination”) with TIG Trinity Management, LLC and TIG Trinity GP, LLC, an alternative investment management firm; Alvarium Investments Limited, a London based leading independent global multifamily office that provides investment and real estate services to multigenerational entrepreneurs, families, foundations and institutions; and Cartesian Growth Corporation, a publicly traded special purpose acquisition company. As a result of the Business Combination, the ultimate parent company of the Adviser is the combined company AlTi Global, Inc., a publicly traded company. As of January 1, 2024, Tiedemann Advisors, LLC managed $16,167,481,157 in assets on a discretionary basis and $4,807,417,034 in assets on a non-discretionary basis. Total regulatory assets under management as of this date was $20,974,898,191.