Insights

Our goal is to guide clients through transitions and challenges with the vision and resources they need to succeed. A great place to start is here, in our library of reports, papers and other content.

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How To Give Back In Meaningful, Sustainable Ways

The year 2020 delivered a crossroads of crises that begged the question for many who are fortunate enough to ask: What more can I do to help? At Tiedemann Advisors, we have facilitated more conversations with clients and their families who felt compelled to start—or increase—their philanthropic efforts this year compared to years prior. In particular, we saw increased interest to improve access to affordable housing across the nation as demand soared due to the pandemic. Families worked with nonprofits to both increase the supply of quality homes as well as advance racial equity and promote upward mobility in this long-segregated market. For those looking to make a positive impact, whether that’s directed at relief for those affected by Covid-19, social justice initiatives, or companies combatting climate change, here are a few considerations.

The opportunity and challenge of Equity-Lens Investing

Diversity, Equity & Inclusion initiatives, as well as impact investing through an Equity Lens, have taken a true foothold in firms advising U.S. clients. Investors are increasingly seeking ways to align financial returns with more equitable economic prosperity. However, portfolio construction that enacts long-term systemic change is not as simple as picking funds across asset classes. Learn how Tiedemann views these issues in this piece written by Tiedemann’s Impact Investing Co-Head Jennifer Ayer.

Future Returns: How to Invest With an Equity Lens

A conversation with Tiedemann’s impact investing co-head Jennifer Ayer on how to use investment dollars to create a positive impact on racial equity and diversity. (Article published by Barron’s PENTA on January 5, 2021)

8 Ways the U.S. Can Compete with China and Build Up Middle America

In this oped piece Managing Director and former Undersecretary of State Robert Hormats discusses how the US can compete with China. The article was originally published on Barron’s.

Staying connected through kindness and generosity

2020 is a year unlike any other. The pandemic and the resulting economic disruption continue to impact the livelihood of many around the world. Join us on this #GivingTuesday to unleash the power of generosity to make a positive change in the lives of others and to remain connected through kindness in this socially distanced world. As part of our commitment to make the world more equitable and inclusive, Tiedemann Advisors has made donations in support of the following organizations: ...

Why Having Too Many Executors Can Melt an Estate

Tiedemann Managing Director Jim Bertles sat down with David Lenok, senior editor at WealthManagement.com, to discuss what can go wrong when a client appoints too many executors to their estate. Through a celebrity example - Tom Carvel, the creator of soft serve ice cream - they uncover how you can help clients make wise decisions about who to appoint as trustees and executors –– and particularly, how to avoid selecting people who could potentially have a conflict of interest when making decisions.

Before You Wish 2020 Away, Consider These Planning Strategies

The end of the year is fast approaching, and it’s probably fair to say that everyone is looking forward to saying goodbye to 2020 and hoping for a better 2021. The presidential campaign provided insight into potential tax legislation from both candidates, and although any meaningful tax reform may be off the table absent a Democratic Senate, it is very clear that taxes will have to be increased at some point to pay for the mounting debt that the US has incurred due to the pandemic. For that reason, the current estate tax exemption amount and volatility in the financial markets make 2020 an opportune time to explore ways to reduce your tax bill or otherwise improve your financial situation. Below are some of the more common actions to consider in the next few weeks before the end of the year.

Bridging the Political Divide | Keeping Family Ties From Fraying

In an acrid political climate, it’s vital to keep clients’ family ties from fraying, say CEO Michael Tiedemann and Managing Director and head of Tiedemann’s Family Governance and Education practice Jill Shipley in Barron’s Advisor’s The Way Forward podcast. Michael and Jill sat down with Barron’s Advisors to discuss the firm’s new practice and how it has helped families leading up to the election.

The 2020 Election - What to Expect After Election Day

Read Managing Director and former top government official Robert Hormats’ piece discussing the Constitutional process for resolving disputes in a close election.

Time Value of Philanthropy

The current health, economic and social crises our country is facing has inspired many to help during this time of urgent need. We’ve seen increased interest from foundations and their investment committees to consider ways they can make an impact with their capital, including raising grant budgets above the IRS’s 5% required distribution, creative financing structures such as loan guarantees and low-interest lending, and utilizing local banks to ensure loans are reaching disadvantaged communities. As more philanthropic organizations assess their grant making moving forward, we outlined in this piece the four key considerations to guide their decision-making process.

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