Tiedemann Constantia is an independent wealth management firm. We provide flexible portfolios and objective advice to high-net-worth individuals, families, family offices and foundations on multiple continents.
Based in Switzerland, we offer international investment opportunities while providing the careful attention our clients deserve. And because we are 100 percent privately owned, our firm will be here for generations to come.
Tiedemann Constantia was co-founded by Tiedemann Advisors LLC and Constantia Partners AG.
Robert Weeber founded Constantia Partners AG in 2017 as an independent capital consultancy firm. The firm specialized in working with high-net-worth individuals and family offices, with a specific focus on bringing private capital together with private investment opportunities.
Tiedemann Advisors was founded in 1999 as Tiedemann Trust Company to provide trust and estate planning. Since that time, it has grown to include comprehensive investment advisory services through Tiedemann Advisors. From the beginning, founders Carl Tiedemann, his son Mike Tiedemann and Craig Smith structured the firm to align with clients, not with internal products or incentives. Today, Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth families, trusts, foundations, and endowments, overseeing approximately $26 billion in assets under advisement with over $3.7 billion in impact investments1. Tiedemann Advisors is a boutique-style firm with deep knowledge and expertise in a broad range of services across wealth planning, trust services and investing including impact investing.
Together, Tiedemann Constantia offers complementary services and holistic attention to high-net-worth individuals, families, family offices and foundations. Our services remain strictly fee-based and objective, allowing our advisors to focus exclusively on the success of our clients.
1Assets Under Advisement (calculated as of June 30, 2021) include all investment assets that Tiedemann manages or custodies, as well as non-discretionary assets that Tiedemann Advisors does not manage but oversees in a consulting or similar capacity.