Deals & Cases

10/29/2019

On September 3, 2019, Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for high-net-worth families, trusts, foundations, and endowments, and Constantia Partners AG, an independent Swiss capital consultancy firm, announced that they agreed to establish Tiedemann Constantia. Through this agreement, Tiedemann Constantia will offer a unique set of investment and wealth management services to high-net-worth individuals, families, family offices and foundations on multiple continents.


Homburger advised all parties to this transaction. The Homburger team was led by Andreas Müller (Corporate | M&A, Employment Law and Executive Compensation) and comprised associates Anna Peter and Aron Waltuch and paralegal Nora Mena (all Corporate | M&A), partner Benjamin Leisinger (Banking and Finance) and associate Luca Dal Molin (Technology and Digital Economy).