{"id":132014,"date":"2024-12-14T10:39:00","date_gmt":"2024-12-14T09:39:00","guid":{"rendered":"https:\/\/www.we-wealth.com\/?post_type=news&p=132014"},"modified":"2025-10-31T10:59:09","modified_gmt":"2025-10-31T09:59:09","slug":"alti-global-family-office-model-focused-next-generation","status":"publish","type":"news","link":"https:\/\/www.we-wealth.com\/en\/news\/alti-global-family-office-model-focused-next-generation","title":{"rendered":"AlTi Global: \u201cA Family Office Model Focused on the Next Generation\u201d"},"content":{"rendered":"\n

In the United States, educating younger generations about family wealth management begins early, with family offices playing an active role in the process. This is a trend that, in Italy, \u201cis not yet fully established,\u201d says Giorgia Sanchini<\/strong>, Managing Director of AlTi Tiedemann Global<\/strong> for Italy. When it comes to family wealth, the right approach to protecting and enhancing accumulated assets depends on each family\u2019s specific needs. Still, studying the American model \u2014 where the first family offices date back to the late 1800s \u2014 can offer valuable insights.<\/p>\n\n\n\n

\n

\u201cAlTi has provided multi-family office services through its predecessor entities for over 20 years,\u201d explains Erik Christoffersen<\/strong>, Managing Director and Head of U.S. Family Office. \u201cIn January 2023, we became AlTi Tiedemann Global<\/strong>, a leading global wealth and alternative asset manager with over $70 billion in assets under management.\u201d<\/p>\n<\/blockquote>\n\n\n\n

The goal, he continues, was to meet the complex and evolving needs of clients amid a major intergenerational wealth transfer, growing demand for access to alternative investments, and an unprecedented need for trust and personalisation. With more than 400 employees across three continents, AlTi serves around 400 clients in the U.S. alone \u2014 including family enterprises, family offices, foundations, and ultra-high-net-worth individuals. Typically, a family office team working alongside a single family consists of four or five professionals, with additional experts brought in as needed.<\/p>\n\n\n\n

The Family Office Team<\/h2>\n\n\n\n

\u201cClients can rely on specialists in any area \u2014 from governance and impact investing to fiduciary and wealth planning,\u201d says Christoffersen. \u201cWe work in partnership with them, adopting a holistic and highly personalized approach to wealth management.\u201d<\/p>\n\n\n\n

The process begins with an in-depth understanding of each family\u2019s values and priorities. This initial analysis goes beyond financial goals and expected returns to include estate planning, philanthropic objectives,<\/strong> and the dynamics of intergenerational wealth transfer<\/strong>.<\/p>\n\n\n\n

\u201cIn the U.S., we\u2019re often involved as strategic outsourcing partners,\u201d adds Christoffersen. \u201cWe can serve as a coordination hub with other trusted advisors on specific matters. Working with multigenerational families gives us a unique perspective \u2014 we see our role through a wide lens, focusing on the family\u2019s long-term well-being.\u201d<\/p>\n\n\n\n

As family structures become increasingly international, new challenges emerge. \u201cWe leverage our collective experience and cross-border capabilities to help clients navigate these complexities,\u201d he explains.<\/p>\n\n\n\n

A Strategic Approach<\/h2>\n\n\n\n

From a strategic standpoint, AlTi designs portfolios that balance traditional assets (such as equities and bonds) with alternative investments (including private equity, real estate, and hedge funds) to achieve optimal solutions for each family.<\/p>\n\n\n\n

\u201cOur multifaceted approach combines long-term strategic vision with tactical agility, aiming not only to preserve wealth but also to grow it,\u201d says Sanchini. \u201cWe constantly monitor and adapt to market conditions. The size, experience, resources, and global network of our team allow our clients access to leading managers across public and private markets. Our international presence enables us to seize opportunities across regions and sectors.\u201d<\/p>\n\n\n\n

The weight of private markets in client portfolios varies depending on specific goals and needs. \u201cWe take into account key factors such as expected returns, risk tolerance, liquidity needs, time horizons, and legal frameworks,\u201d Sanchini explains. \u201cFor investors interested in illiquid assets, the average allocation to such investments is around 30% of the total portfolio.\u201d<\/p>\n\n\n\n

The Holistic Family Office Model<\/h2>\n\n\n\n

How does the strategy differ across the Atlantic?<\/p>\n\n\n\n

\u201cIn our case, the holistic family office model we offer Italian families is the same one we provide to all our clients,\u201d says Sanchini. \u201cAs a global firm, our commitment is to deliver the best possible service regardless of geography. However, we have observed some differences.\u201d<\/p>\n\n\n\n

As noted earlier, in the United States, educating the next generation about family wealth and preparing them for future management responsibilities is a process that starts early, with the family office playing an active role. In Italy, this practice is not yet as widespread. Moreover, U.S. family offices tend to be more directly involved in supporting philanthropic initiatives, whereas Italian families often see philanthropy as separate from family office services.<\/p>\n\n\n\n

\u201cI wouldn\u2019t speak of lessons to be learned from the American model,\u201d Sanchini clarifies, \u201cbecause the way a family approaches such a sensitive relationship with its family office always depends on individual needs and sensibilities. That said, the tradition of establishing single-family offices and working with multi-family offices like AlTi dates much further back in the U.S. than in Italy. The Italian market is newer and therefore at a different stage of development.\u201d<\/p>\n\n\n\n

\u201cWith time,\u201d she concludes, \u201cwe expect Italian families to become more familiar with this type of partnership model \u2014 one that is increasingly viewed as a holistic approach to wealth, extending beyond purely financial considerations.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

AlTi Tiedemann Global has over 400 employees across three continents. In the United States alone, it serves around 400 clients, including family businesses, family offices, and foundations. Here\u2019s how it develops its advisory process on both sides of the Atlantic, with a special focus on the next generations.<\/p>\n","protected":false},"author":85709,"featured_media":0,"template":"","categories":[2253],"tags":[3769],"collana-video":[],"class_list":["post-132014","news","type-news","status-publish","hentry","category-investimenti","tag-family-office"],"acf":[],"yoast_head":"\nAlTi Global: \u201cA Family Office Model Focused on the Next Generation\u201d | WeWealth<\/title>\n<meta name=\"description\" content=\"AlTi Tiedemann Global guides family offices and businesses worldwide with a Next Gen-focused advisory approach.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.we-wealth.com\/en\/news\/alti-global-family-office-model-focused-next-generation\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" 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