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AlTi Wealth Management (US International)
AlTi Wealth Management (US International) is an SEC-registered investment adviser in Coral Gables, FL, since 2009. The firm manages $691 million in assets,...
AlTi Wealth Management (US International)
AlTi Wealth Management (US International) is an SEC-registered investment adviser in Coral Gables, FL, since 2009. The firm manages $691 million in assets, with $112 million on a discretionary basis. It has 10 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Coral Gables
Corporate office
New York, NY, United States
Principals
Kevin Moran
Co-Founder, Chief Executive Officer
Ali Bouzar
Co-Founder, President
Frequently asked questions
Who runs investment decisions at AlTi US International?
Kevin Moran serves as CEO and Ali Bouzar as President, overseeing the US International division. Investment decisions flow through the firm's open-architecture platform, which combines an internal investment team with external manager selection. The parent entity, AlTi Global, maintains a global investment committee that sets asset allocation frameworks and manager approval standards across all divisions.
How does AlTi US International source clients, and what is its typical client profile?
The division targets ultra-high-net-worth families with cross-border ties, particularly those with connections to Latin America, Europe, and the Middle East. Client sourcing relies on the firm's New York hub and the broader AlTi Global referral network. The firm markets its ability to handle multi-jurisdictional tax, estate, and trust structures as a core differentiator for internationally mobile families.
Is AlTi US International a single family office or a multi-family office?
It operates as a multi-family office and wealth manager, not a single-family office. Unlike a dedicated SFO serving one family's interests, AlTi serves multiple unrelated ultra-high-net-worth families and is part of a publicly traded platform. The parent company, AlTi Global, is listed on Nasdaq.
Does AlTi participate in direct deals or only fund commitments?
AlTi provides access to both direct co-investment opportunities and external fund commitments through its private equity and private credit platforms. The parent entity maintains affiliated investment vehicles that allow UHNW clients to access institutional-quality private market investments, though the US International division's exact mix of direct versus fund exposure depends on individual client mandates.
What is the relationship between AlTi US International and AlTi Global?
AlTi US International is a division of AlTi Global, the publicly traded parent company formed in 2023 through the merger of Alvarium Investments and Tiedemann Advisors. AlTi Global serves as the consolidated brand and entity, while the US International division focuses specifically on cross-border families served from the New York office.
How does the firm handle cross-border tax and legal complexity?
The US International division maintains expertise in foreign national trust structures, pre-immigration tax planning, and multi-country estate planning. The firm's New York base allows it to coordinate with legal and tax advisors across jurisdictions to structure assets for families with US and non-US members.
What investment stages and asset classes does AlTi US International typically access?
Client portfolios span public equities, fixed income, private equity, private credit, and real estate. The firm's private equity access includes middle-market and growth-stage investments through affiliated AlTi vehicles. The open-architecture model allows for allocation across managers, strategies, and stages based on family-specific investment policy statements.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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