Investor Presentaiton

WMAM Wealth Management - Holistic Solutions Combining the services of a family office with the depth of a world-class, global institution Investment Advisory & Impact Customized risk-adjusted portfolios Trust & Fiduciary Wealth protection & tax optimization Family Governance & Education Family structure and next-generation engagement AITI Tiedemann Global " AlTi TIEDEMANN GLOBAL CLIENT " Estate & Wealth Planning Implementation and management Philanthropy Strategic giving Bespoke AITI Team Expertise curated from across the firm Access to Co-investments & Strategic Advisory An ecosystem of services to suit clients' needs and goals Family Office Services Administration of a family's wealth 17

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