Threshold Group, founded in 1998 by the Russell family (creators of Russell Investments), transformed from managing their own family wealth into a respected multi-family office. The firm earned recognition for pioneering impact investing strategies, developing frameworks that balanced environmental and social goals with strong financial returns.
In 2017, Threshold Group merged with Tiedemann Advisors, combining their expertise in impact investing with Tiedemann’s wealth management capabilities. Before the merger, they managed $3.5 billion in assets for about 40 families, maintaining a selective approach by taking on few new clients yearly to ensure personalized service. Their collaborative organizational structure and innovative “Mission-Aligned Investing” program set them apart in the family office sector.