Delivering purpose
through performance.

Some firms only manage portfolios. We steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

For us, clarity of purpose is more than a belief. It’s how we work.

Deep understanding of clients.

We make it a priority to gain a comprehensive understanding of each client. That means investing significant time and resources to identify their needs, goals, hopes, and fears.

Harnessing megatrends.

Investing in secular megatrends means capturing the structural forces that compound value over decades, not quarters. They are the enduring currents of economic transformation – such as artificial intelligence, energy transition, digital infrastructure, healthcare innovation, and demographic change – that reshape productivity and create long-duration growth.

Families and institutions that align their capital with these trends participate not only in wealth creation but in the evolution of the global economy.

Megatrends are not speculative. They are compounding engines: sources of persistent innovation, pricing power, and capital efficiency. They keep portfolios relevant and resilient across cycles, protecting purchasing power and expanding opportunity for future generations.

Boutique experience.

We are a global firm but we limit the number of new clients we take on each year. This allows us to serve every client as a true partner. For us, capital stewardship means sitting alongside clients and thinking in decades not quarters, holding space for conversations with those not yet in the room.

A strategic partner not a vendor.

Our aim is to be a single point of contact. We leverage in-house talent and capabilities and coordinate with outside partners where needed. It’s a model designed to deliver the best outcomes for clients.

Institutional power. Family office intent.

We bring the talent, performance mindset, and opportunities of a large global institution. And we combine that with the flexibility, agility, and personalization of a dedicated family and investment office. At AlTi, you get the power, not the pressure.

Our open architecture means that our guidance is entirely objective and designed solely around what serves our clients’ ambitions.

Investment excellence. Exclusive access.

We have a team of more than 50 investment specialists across the globe.

Using our institutional-grade platform, they help our clients gain access to unique, closed-door opportunities, including the ability to invest alongside Allianz, one of the largest private markets allocators in the world. Our scale enables us to deliver preferred access, fees, and terms. And with $520 million of our own capital invested alongside our clients, our interests are inseparable from theirs.

Purpose-driven partnership.

With us, it’s always personal. We take on only a small number of clients each year to ensure every relationship is built around their unique purpose. Once defined, we translate that purpose into actionable strategies, then stand alongside our clients for decades.

In fact, our first client is still a client, and there’s nothing we’re more proud of than our advisor and client retention rates.

We’ve been partnering with Families & Individuals, Fiduciaries, Family Offices, and Endowments & Foundations for more than two decades. For us, wealth has always been about more than just performance. It is about clarity, continuity, and the ability to invest and align capital with what matters most. That perspective shapes how we work with our clients: combining the rigor of institutional investment with the personalization of a family office.

We combine the breadth of a large firm with the values and service orientation of a family office to deliver solutions designed to meet the full complexity of wealth and capital. Whatever clients need from us, we believe the fundamental question is this: what is the purpose of your wealth? We have developed our own signature framework to guide clients through this discovery process.

Our role is not only to manage portfolios but to simplify lives, preserve and grow legacies, and extend impact across generations.

Families & Individuals: Investment Management, Estate & Wealth Planning, Trust & Fiduciary Administration, Philanthropy & Impact, Governance & Education, and Tax Optimization.

Fiduciaries: Trust & Fiduciary Services.

Family Offices: Investment Management, Estate & Wealth Planning, Trust & Fiduciary Administration, Philanthropy & Impact, Governance & Education, Tax Optimization, Family Office Administration Services, and Outsourced Chief Investment Officer (OCIO).

Endowments & Foundations: Investment Management, Mission-Driven Investing for Foundations, Extended Foundation Services, and Outsourced Chief Investment Officer (OCIO).

Uncorrelated Investment Strategies.