AlTi Tiedemann
\n Global<\/a>, has hired Cesar Pachon to lead its Miami office.
\n<\/p>\n
\n Pachon is a senior wealth advisor with more than two decades of
\n experience serving ultra-high net worth individuals, families and
\n entrepreneurs. He was a founding partner of a multi-family office
\n in South Florida and has advised internationally-connected
\n families on wealth planning. Pachon began his career in
\n investment banking before moving into wealth management.
\n<\/p>\n
\n Miami has become a destination for ultra-high net worth
\n individuals, entrepreneurs and family offices. Attracted to its
\n tax environment and\u00a0financial services sector, they are part
\n of the continued migration from New York, California and Latin
\n America.
\n<\/p>\n
\n Pachon will work with Jim Bertles, AlTi”s co-head of US wealth
\n planning based in Palm Beach, to support the firm’s growth in
\n South Florida.\u00a0Pachon’s expertise advising international
\n families with assets in the US is expected to contribute to
\n AlTi’s expansion in Miami, building on the firm’s offshore
\n business led by Ricardo de la Serna and Jose Remy, in a market
\n where domestic and international wealth increasingly converge.
\n<\/p>\n
\n The firm is an independent global wealth manager with
\n about\u00a0$90 billion in combined assets. FWR’s US
\n correspondent has looked at a potential go-private move by the
\n international firm. See
\n here<\/a>.
<\/p>\n","protected":false},"excerpt":{"rendered":"
Editorial Staff
July 22, 2026
Pachon, a wealth advisor with more…\n","protected":false},"author":2,"featured_media":348337,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[11059,11060,11061,11062,11063,11064,11065,11066,11067,11068,11069,11099,11101,11100,11102,11070,11071,123,125,124,11072,11073,11074,11075,11076,11077,11078,11079,11080,11081,11082,11083,11084,11085,11086,11087,11088,11089,11090,11091,11092,11093,11094,11095,11096,11097,11098],"class_list":["post-348336","post","type-post","status-publish","format-standard","has-post-thumbnail","category-miami","tag-family-office","tag-family-office-news","tag-family-risk","tag-family-risk-news","tag-family-wealth","tag-family-wealth-news","tag-family-wealth-report","tag-high-net-worth","tag-high-net-worth-news","tag-hnw","tag-hnw-news","tag-ifa","tag-ifa-news","tag-independent-financial-advisor","tag-independent-financial-advisor-news","tag-mfo","tag-mfo-news","tag-miami","tag-miami-headlines","tag-miami-news","tag-multi-family-office","tag-multi-family-office-news","tag-private-bank","tag-private-bank-news","tag-private-banking","tag-private-banking-news","tag-private-wealth","tag-private-wealth-news","tag-private-wealth-reporting","tag-registered-investment-advisor","tag-registered-investment-advisor-news","tag-ria","tag-ria-news","tag-sfo","tag-sfo-news","tag-single-family-office","tag-single-family-office-news","tag-uhnw","tag-uhnw-news","tag-ultra-net-worth","tag-ultra-net-worth-news","tag-wealth-management","tag-wealth-management-news","tag-wealth-manager","tag-wealth-manager-news","tag-wealth-planning","tag-wealth-planning-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/348336","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/comments?post=348336"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/348336\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media\/348337"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media?parent=348336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/categories?post=348336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/tags?post=348336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}