Kevin Moran

Kevin Moran, COO of AlTi Tiedemann Global, discusses the evolution of his firm into a leading multi-family office with over $72B in assets. He shares insights on serving ultra-high-net-worth clients, emphasizing personalized client service with a local touch across global operations. The conversation dives into the dynamics of M&A for sustainable growth, the importance of financial education for wealth transfer, and innovative investment strategies in an evolving landscape, including the rise of alternative investments.