Press Releases

Tiedemann Wealth Management Commits to Impact Investing with Threshold Group Partnership

New York and Seattle – [October 12, 2017] Tiedemann Wealth Management, a New York-based independent national wealth advisor with approximately $12 billion in assets under advisement, and Threshold Group, a wealth-advisory firm and family office with $3.4 billion in assets under management, founded by the Russell family and based in Seattle, today announced that they have entered into a definitive purchase agreement.   “The importance of having a similar culture and vision for delivering multi-generational value for... Read more »

Threshold Group adds Kyle Mylius, CFA as Director, Wealth Advisory, West Coast

Seattle – Threshold Group (http://www.thresholdgroup.com), a leading family-owned wealth management firm and family office, has added Kyle Mylius, CFA as a Director, Wealth Advisory, serving West Coast clients from the Seattle office. Mylius brings more than 25 years of experience working in the asset management and wealth advisory business, much of that involving impact investing, a central theme for many Threshold Group clients. Most recently, he was a Lead Advisor with The Caprock Group, where, for... Read more »

Founding member of Greater Philadelphia region’s impact investing ecosystem, arrives from Wharton Social Impact Initiative

Philadelphia -- Threshold Group (http://www.thresholdgroup.com), a leading family-owned wealth management firm and family office, has added Jacob Gray as Managing Director, Impact Investing based in Philadelphia, a region in which Threshold Group’s presence and renown within the impact investor community has expanded significantly over the past year. This team building continues to advance Threshold Group’s substantial impact investing capabilities. Impact investing accomplishmentsWith more than 20 years in the impact investing field, Gray is a seasoned venture... Read more »

Forefront Analytics and Threshold Group unveil Forefront Impact Resiliency Strategy, an innovative risk-management strategy for impact investment portfolios

PHILADELPHIA, April 12, 2016 - Forefront Analytics, LLC and Threshold Group, LLC (http://thresholdgroup.com), announce the rollout of the Forefront Impact Resiliency Strategy, a groundbreaking investment solution designed to provide investors concerned about Environmental, Social and Governance (ESG) issues with a sophisticated tool to help navigate turbulent markets. Working with Threshold Group, Forefront Analytics (http://forefrontanalytics.com)designed and developed this new strategy that is intended to diversify exposure to traditional stocks and bonds in a similar fashion to Threshold Group’s Liquid... Read more »