Founded by the Russell family, Threshold Group was a family-owned wealth management firm and multi-family office. Its mission was to provide integrated and objective investment advice, financial planning, and legacy guidance to a select group of ultra-high-net-worth families. The firm emphasized mission-aligned investing and impact investing strategies. In 2017, Threshold Group merged with Tiedemann Wealth Management to create Tiedemann Advisors, a larger, independent advisory firm with expanded services and a broader geographical reach, continuing to serve wealthy families, trusts, foundations, and endowments.

Founded in

United States