Investor Presentaiton

Our Long-Range Goals Reflect continued execution of proven business model Annual AUM/AUA growth rate Annual Revenue growth rate Adjusted EBITDA margin (1) Growth rate represents long-term annual growth, on average and over time. AITI Tiedemann Global (2) Expect 2023 margins will be negatively impacted by investments in public market readiness. High single-digit percentage Low-teens percentage Expansion to mid 30s (2) 28

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