trending Market Intelligence /marketintelligence/en/news-insights/trending/buFsYpMV8DG-eeF4nrWMfQ2 content esgSubNav
In This List

Tiedemann Wealth Management to acquire Seattle wealth advisory firm

Blog

Banking Essentials Newsletter: January 11th Edition

Blog

Banking Essentials Newsletter December 21st Edition

Blog

The Road to Basel IV: Navigating the challenge facing European banks

Blog

Basel Framework- Utilizing data to analyze the capital position of European banks.


Tiedemann Wealth Management to acquire Seattle wealth advisory firm

Tiedemann Wealth Management LLC has agreed to acquire Seattle-based Threshold Group LLC.

The Russell family, which founded Threshold, will take an ownership stake in Tiedemann and will remain a client. The combined firm will operate under the Tiedemann Wealth Management brand with roughly $15 billion in assets under advisement.

Terms of the deal were not disclosed. The deal is expected to close in December.

Silver Lane Advisors LLC acted as financial adviser and Perkins Coie LLP as legal adviser to Threshold Group. Morgan Lewis & Bockius LLP acted as legal adviser to Tiedemann Wealth Management.