Collaborative Culture in Client Services

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets.

Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients.

He shares his thoughts on M&A as a function of organic growth, unique investment strategies, and strategic succession planning.

We also cover the sales process for the UHNW space and how to apply client service on a global basis with a local touch.

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