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.

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.

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